OGLNX Mutual Fund

OGLNX Mutual Fund

NAV$90.36
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Returns Overview

1 Month
+1.79%
3 Months
-1.40%
6 Months
+19.44%
YTD
+7.24%
1 Year
+12.07%
3 Years (annualized)
+15.02%
5 Years (annualized)
+4.49%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGLNX 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)
+7.24%
Peer Avg (YTD)
+8.68%
vs Peers
-1.44%

OGLNX Mutual Fund Performance

OGLNX performance across multiple time periods: 1-month 1.79%, YTD 7.24%, 1-year 12.07%, 3-year 15.02%, 5-year 4.49%, 10-year 11.24%.

OGLNX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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