OGLIX Mutual Fund

OGLIX Mutual Fund

NAV$98.22
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Returns Overview

1 Month
+1.82%
3 Months
-1.26%
6 Months
+19.79%
YTD
+7.70%
1 Year
+12.72%
3 Years (annualized)
+15.72%
5 Years (annualized)
+5.13%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLIX 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 Index (Net)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+8.68%
vs Peers
-0.98%

OGLIX Mutual Fund Performance

OGLIX performance across multiple time periods: 1-month 1.82%, YTD 7.70%, 1-year 12.72%, 3-year 15.72%, 5-year 5.13%, 10-year 11.95%.

OGLIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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