ONGAX Mutual Fund

NAV$31.41

Returns Overview

1 Month
+0.80%
3 Months
+11.90%
6 Months
+8.88%
YTD
+8.20%
1 Year
+17.90%
3 Years (annualized)
+15.15%
5 Years (annualized)
+8.53%
10 Years (annualized)
+11.70%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+6.73%
vs Peers
+1.47%

ONGAX Mutual Fund Performance

ONGAX performance across multiple time periods: 1-month 0.80%, YTD 8.20%, 1-year 17.90%, 3-year 15.15%, 5-year 8.53%, 10-year 11.70%.

ONGAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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