OLGCX Mutual Fund

OLGCX Mutual Fund

NAV$50.97
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Returns Overview

1 Month
+3.52%
3 Months
-4.35%
6 Months
+5.88%
YTD
+1.79%
1 Year
+5.54%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.05%
10 Years (annualized)
+17.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLGCX 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
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📉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)
+1.79%
Peer Avg (YTD)
+8.51%
vs Peers
-6.72%

OLGCX Mutual Fund Performance

OLGCX performance across multiple time periods: 1-month 3.52%, YTD 1.79%, 1-year 5.54%, 3-year 17.67%, 5-year 9.05%, 10-year 17.97%.

OLGCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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