OFIGX Mutual Fund

OFIGX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
-2.42%
3 Months
-3.69%
6 Months
+10.23%
YTD
+8.21%
1 Year
+9.92%
3 Years (annualized)
+21.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFIGX 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
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🏦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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+8.68%
vs Peers
-0.47%

OFIGX Mutual Fund Performance

OFIGX performance across multiple time periods: 1-month -2.42%, YTD 8.21%, 1-year 9.92%, 3-year 21.51%.

OFIGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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