OEGNX Mutual Fund

OEGNX Mutual Fund

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Returns Overview

1 Month
-0.63%
3 Months
-10.89%
6 Months
+7.98%
YTD
+11.36%
1 Year
+11.36%
3 Years (annualized)
+15.31%
5 Years (annualized)
+2.79%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGNX 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)
+11.36%
Peer Avg (YTD)
+6.72%
vs Peers
+4.63%

OEGNX Mutual Fund Performance

OEGNX performance across multiple time periods: 1-month -0.63%, YTD 11.36%, 1-year 11.36%, 3-year 15.31%, 5-year 2.79%, 10-year 11.69%.

OEGNX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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