OIGAX Mutual Fund

OIGAX Mutual Fund

NAV$25.81
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Returns Overview

1 Month
-2.87%
3 Months
-4.26%
6 Months
+10.27%
YTD
+0.69%
1 Year
+3.46%
3 Years (annualized)
+8.92%
5 Years (annualized)
+0.30%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGAX 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 US Index
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+8.68%
vs Peers
-7.99%

OIGAX Mutual Fund Performance

OIGAX performance across multiple time periods: 1-month -2.87%, YTD 0.69%, 1-year 3.46%, 3-year 8.92%, 5-year 0.30%, 10-year 5.85%.

OIGAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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