OGICX Mutual Fund

OGICX Mutual Fund

NAV$44.15
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Returns Overview

1 Month
-2.05%
3 Months
-4.17%
6 Months
+8.81%
YTD
+8.16%
1 Year
+8.08%
3 Years (annualized)
+4.96%
5 Years (annualized)
-7.28%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGICX 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 ACWI SMID Cap Index (Net)(MSCI)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+7.86%
vs Peers
+0.30%

OGICX Mutual Fund Performance

OGICX performance across multiple time periods: 1-month -2.05%, YTD 8.16%, 1-year 8.08%, 3-year 4.96%, 5-year -7.28%, 10-year 4.68%.

OGICX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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