OGIAX Mutual Fund

OGIAX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
-1.89%
3 Months
-1.78%
6 Months
+5.24%
YTD
+3.21%
1 Year
+5.16%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.33%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGIAX 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)
+3.21%
Peer Avg (YTD)
+4.96%
vs Peers
-1.75%

OGIAX Mutual Fund Performance

OGIAX performance across multiple time periods: 1-month -1.89%, YTD 3.21%, 1-year 5.16%, 3-year 11.23%, 5-year 5.33%, 10-year 7.43%.

OGIAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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