OMGCX Mutual Fund

OMGCX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
-1.64%
3 Months
-8.96%
6 Months
+6.92%
YTD
-0.58%
1 Year
-2.68%
3 Years (annualized)
+10.03%
5 Years (annualized)
+1.78%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMGCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+6.72%
vs Peers
-7.30%

OMGCX Mutual Fund Performance

OMGCX performance across multiple time periods: 1-month -1.64%, YTD -0.58%, 1-year -2.68%, 3-year 10.03%, 5-year 1.78%, 10-year 11.44%.

OMGCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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