ONGFX Mutual Fund

NAV$21.97

Returns Overview

1 Month
+0.66%
3 Months
+9.24%
6 Months
+7.06%
YTD
+6.54%
1 Year
+14.64%
3 Years (annualized)
+13.05%
5 Years (annualized)
+7.13%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGFX 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
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+5.87%
vs Peers
+0.67%

ONGFX Mutual Fund Performance

ONGFX performance across multiple time periods: 1-month 0.66%, YTD 6.54%, 1-year 14.64%, 3-year 13.05%, 5-year 7.13%, 10-year 9.84%.

ONGFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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