OGGCX Mutual Fund

OGGCX Mutual Fund

NAV$26.69
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Returns Overview

1 Month
-0.89%
3 Months
-0.73%
6 Months
+1.69%
YTD
+5.62%
1 Year
+6.81%
3 Years (annualized)
+17.02%
5 Years (annualized)
+7.20%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGGCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+6.20%
vs Peers
-0.58%

OGGCX Mutual Fund Performance

OGGCX performance across multiple time periods: 1-month -0.89%, YTD 5.62%, 1-year 6.81%, 3-year 17.02%, 5-year 7.20%, 10-year 10.70%.

OGGCX returns trail the peer average of 6.20% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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