OLGAX Mutual Fund

OLGAX Mutual Fund

NAV$83.90
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Returns Overview

1 Month
+3.56%
3 Months
-4.23%
6 Months
+6.14%
YTD
+2.13%
1 Year
+6.07%
3 Years (annualized)
+22.62%
5 Years (annualized)
+15.53%
10 Years (annualized)
+27.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLGAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+8.51%
vs Peers
-6.38%

OLGAX Mutual Fund Performance

OLGAX performance across multiple time periods: 1-month 3.56%, YTD 2.13%, 1-year 6.07%, 3-year 22.62%, 5-year 15.53%, 10-year 27.95%.

OLGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

OLGAX vs another fund shows side-by-side returns. OLGAX alternatives are available in the Mutual Fund Screener.