OLGCX Mutual Fund

OLGCX Mutual Fund

NAV$48.89
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Returns Overview

1 Month
-8.23%
3 Months
-2.36%
6 Months
-0.38%
YTD
-1.67%
1 Year
+2.42%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.01%
10 Years (annualized)
+17.48%

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
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)
-1.67%
Peer Avg (YTD)
+6.23%
vs Peers
-7.90%

OLGCX Mutual Fund Performance

OLGCX performance across multiple time periods: 1-month -8.23%, YTD -1.67%, 1-year 2.42%, 3-year 15.87%, 5-year 9.01%, 10-year 17.48%.

OLGCX returns trail the peer average of 6.23% 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.