OMGNX Mutual Fund

NAV$65.30

Returns Overview

1 Month
+0.43%
3 Months
+14.23%
6 Months
+6.18%
YTD
+5.91%
1 Year
+14.54%
3 Years (annualized)
+16.59%
5 Years (annualized)
+10.16%
10 Years (annualized)
+12.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+9.51%
vs Peers
-3.59%

OMGNX Mutual Fund Performance

OMGNX performance across multiple time periods: 1-month 0.43%, YTD 5.91%, 1-year 14.54%, 3-year 16.59%, 5-year 10.16%, 10-year 12.33%.

OMGNX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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