OLGAX Mutual Fund

OLGAX Mutual Fund

NAV$84.25
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Returns Overview

1 Month
-5.08%
3 Months
+1.46%
6 Months
+9.04%
YTD
+0.08%
1 Year
-4.22%
3 Years (annualized)
+20.90%
5 Years (annualized)
+9.02%
10 Years (annualized)
+18.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLGAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+4.64%
vs Peers
-4.57%

OLGAX Mutual Fund Performance

OLGAX performance across multiple time periods: 1-month -5.08%, YTD 0.08%, 1-year -4.22%, 3-year 20.90%, 5-year 9.02%, 10-year 18.33%.

OLGAX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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