OGLCX Mutual Fund

OGLCX Mutual Fund

NAV$69.41
See how much of OGLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.75%
3 Months
-1.52%
6 Months
+19.14%
YTD
+6.84%
1 Year
+11.51%
3 Years (annualized)
+14.45%
5 Years (annualized)
+3.97%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLCX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+8.68%
vs Peers
-1.84%

OGLCX Mutual Fund Performance

OGLCX performance across multiple time periods: 1-month 1.75%, YTD 6.84%, 1-year 11.51%, 3-year 14.45%, 5-year 3.97%, 10-year 10.69%.

OGLCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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