OGMIX Mutual Fund

OGMIX Mutual Fund

NAV$61.97
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Returns Overview

1 Month
-10.29%
3 Months
+16.23%
6 Months
-2.61%
YTD
+4.09%
1 Year
+18.08%
3 Years (annualized)
+46.35%
5 Years (annualized)
+23.38%
10 Years (annualized)
+16.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGMIX 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
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📉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)
+4.09%
Peer Avg (YTD)
+7.76%
vs Peers
-3.67%

OGMIX Mutual Fund Performance

OGMIX performance across multiple time periods: 1-month -10.29%, YTD 4.09%, 1-year 18.08%, 3-year 46.35%, 5-year 23.38%, 10-year 16.11%.

OGMIX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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