OMGCX Mutual Fund

NAV$23.21

Returns Overview

1 Month
+4.40%
3 Months
+17.45%
6 Months
+10.44%
YTD
+9.21%
1 Year
+11.48%
3 Years (annualized)
+12.91%
5 Years (annualized)
+3.94%
10 Years (annualized)
+12.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+10.82%
vs Peers
-1.61%

OMGCX Mutual Fund Performance

OMGCX performance across multiple time periods: 1-month 4.40%, YTD 9.21%, 1-year 11.48%, 3-year 12.91%, 5-year 3.94%, 10-year 12.79%.

OMGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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