OLGCX Mutual Fund

OLGCX Mutual Fund

NAV$83.68
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Returns Overview

1 Month
+72.23%
3 Months
+83.95%
6 Months
+79.61%
YTD
+80.88%
1 Year
+73.00%
3 Years (annualized)
+46.74%
5 Years (annualized)
+22.19%
10 Years (annualized)
+24.96%

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)
+80.88%
Peer Avg (YTD)
+5.23%
vs Peers
+75.65%

OLGCX Mutual Fund Performance

OLGCX performance across multiple time periods: 1-month 72.23%, YTD 80.88%, 1-year 73.00%, 3-year 46.74%, 5-year 22.19%, 10-year 24.96%.

OLGCX returns outperform the peer average of 5.23% 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.