OGIIX Mutual Fund

OGIIX Mutual Fund

NAV$59.10
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Returns Overview

1 Month
-1.95%
3 Months
-3.88%
6 Months
+9.42%
YTD
+9.07%
1 Year
+9.30%
3 Years (annualized)
+6.16%
5 Years (annualized)
-6.22%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGIIX 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)
+9.07%
Peer Avg (YTD)
+7.86%
vs Peers
+1.21%

OGIIX Mutual Fund Performance

OGIIX performance across multiple time periods: 1-month -1.95%, YTD 9.07%, 1-year 9.30%, 3-year 6.16%, 5-year -6.22%, 10-year 5.90%.

OGIIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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