OGMCX Mutual Fund

OGMCX Mutual Fund

NAV$53.53
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Returns Overview

1 Month
-10.39%
3 Months
+15.88%
6 Months
-3.18%
YTD
+3.20%
1 Year
+16.74%
3 Years (annualized)
+44.70%
5 Years (annualized)
+21.98%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGMCX 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 ex USA Index (Net)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+7.76%
vs Peers
-4.56%

OGMCX Mutual Fund Performance

OGMCX performance across multiple time periods: 1-month -10.39%, YTD 3.20%, 1-year 16.74%, 3-year 44.70%, 5-year 21.98%, 10-year 14.77%.

OGMCX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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