OEGIX Mutual Fund

OEGIX Mutual Fund

NAV$39.14
See how much of OEGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
-10.73%
6 Months
+8.32%
YTD
+11.89%
1 Year
+12.05%
3 Years (annualized)
+16.04%
5 Years (annualized)
+3.43%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+6.72%
vs Peers
+5.17%

OEGIX Mutual Fund Performance

OEGIX performance across multiple time periods: 1-month -0.57%, YTD 11.89%, 1-year 12.05%, 3-year 16.04%, 5-year 3.43%, 10-year 12.42%.

OEGIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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