OMGCX Mutual Fund

OMGCX Mutual Fund

NAV$22.61
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Returns Overview

1 Month
-8.06%
3 Months
+0.40%
6 Months
+1.63%
YTD
+1.54%
1 Year
+0.18%
3 Years (annualized)
+8.83%
5 Years (annualized)
+2.12%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMGCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+9.54%
vs Peers
-8.00%

OMGCX Mutual Fund Performance

OMGCX performance across multiple time periods: 1-month -8.06%, YTD 1.54%, 1-year 0.18%, 3-year 8.83%, 5-year 2.12%, 10-year 11.30%.

OMGCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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