OGHCX Mutual Fund

NAV$6.44

Returns Overview

1 Month
-0.77%
3 Months
-1.08%
6 Months
-1.53%
YTD
-1.68%
1 Year
+5.44%
3 Years (annualized)
+8.04%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGHCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-4.91%

OGHCX Mutual Fund Performance

OGHCX performance across multiple time periods: 1-month -0.77%, YTD -1.68%, 1-year 5.44%, 3-year 8.04%, 5-year 3.29%, 10-year 4.35%.

OGHCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

OGHCX performance comparison shows side-by-side returns with another fund. OGHCX alternatives are available in the Mutual Fund Screener.