OMGNX Mutual Fund

OMGNX Mutual Fund

NAV$64.90
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Returns Overview

1 Month
+0.57%
3 Months
+4.40%
6 Months
+6.00%
YTD
+6.51%
1 Year
+13.14%
3 Years (annualized)
+16.09%
5 Years (annualized)
+9.89%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMGNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+9.41%
vs Peers
-2.90%

OMGNX Mutual Fund Performance

OMGNX performance across multiple time periods: 1-month 0.57%, YTD 6.51%, 1-year 13.14%, 3-year 16.09%, 5-year 9.89%, 10-year 12.13%.

OMGNX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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