OEGYX Mutual Fund

OEGYX Mutual Fund

NAV$37.89
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Returns Overview

1 Month
-0.58%
3 Months
-10.77%
6 Months
+8.24%
YTD
+11.80%
1 Year
+11.90%
3 Years (annualized)
+15.89%
5 Years (annualized)
+3.30%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OEGYX 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)
+11.80%
Peer Avg (YTD)
+6.72%
vs Peers
+5.08%

OEGYX Mutual Fund Performance

OEGYX performance across multiple time periods: 1-month -0.58%, YTD 11.80%, 1-year 11.90%, 3-year 15.89%, 5-year 3.30%, 10-year 12.25%.

OEGYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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