OEGAX Mutual Fund

OEGAX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
-0.62%
3 Months
-10.81%
6 Months
+8.12%
YTD
+11.59%
1 Year
+11.63%
3 Years (annualized)
+15.62%
5 Years (annualized)
+3.05%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGAX 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
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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)
+11.59%
Peer Avg (YTD)
+6.72%
vs Peers
+4.87%

OEGAX Mutual Fund Performance

OEGAX performance across multiple time periods: 1-month -0.62%, YTD 11.59%, 1-year 11.63%, 3-year 15.62%, 5-year 3.05%, 10-year 11.97%.

OEGAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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