OIGIX Mutual Fund

OIGIX Mutual Fund

NAV$25.53
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Returns Overview

1 Month
-2.86%
3 Months
-4.19%
6 Months
+10.49%
YTD
+0.94%
1 Year
+3.83%
3 Years (annualized)
+9.34%
5 Years (annualized)
+0.68%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OIGIX 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 US Index
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+8.68%
vs Peers
-7.74%

OIGIX Mutual Fund Performance

OIGIX performance across multiple time periods: 1-month -2.86%, YTD 0.94%, 1-year 3.83%, 3-year 9.34%, 5-year 0.68%, 10-year 6.27%.

OIGIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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