ONGAX Mutual Fund

ONGAX Mutual Fund

NAV$31.20
See how much of ONGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
+2.57%
6 Months
+4.97%
YTD
+6.73%
1 Year
+15.24%
3 Years (annualized)
+13.56%
5 Years (annualized)
+8.07%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+6.57%
vs Peers
+0.16%

ONGAX Mutual Fund Performance

ONGAX performance across multiple time periods: 1-month -1.36%, YTD 6.73%, 1-year 15.24%, 3-year 13.56%, 5-year 8.07%, 10-year 11.11%.

ONGAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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