ONGFX Mutual Fund

ONGFX Mutual Fund

NAV$21.63
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Returns Overview

1 Month
-1.67%
3 Months
-1.40%
6 Months
+8.13%
YTD
+5.87%
1 Year
+7.31%
3 Years (annualized)
+18.49%
5 Years (annualized)
+12.40%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGFX 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
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+4.97%
vs Peers
+0.91%

ONGFX Mutual Fund Performance

ONGFX performance across multiple time periods: 1-month -1.67%, YTD 5.87%, 1-year 7.31%, 3-year 18.49%, 5-year 12.40%, 10-year 16.28%.

ONGFX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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