ONGAX Mutual Fund

ONGAX Mutual Fund

NAV$30.26
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Returns Overview

1 Month
-0.85%
3 Months
-0.64%
6 Months
+1.91%
YTD
+6.05%
1 Year
+7.36%
3 Years (annualized)
+17.62%
5 Years (annualized)
+7.75%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGAX 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)
+6.05%
Peer Avg (YTD)
+6.20%
vs Peers
-0.15%

ONGAX Mutual Fund Performance

ONGAX performance across multiple time periods: 1-month -0.85%, YTD 6.05%, 1-year 7.36%, 3-year 17.62%, 5-year 7.75%, 10-year 11.30%.

ONGAX returns trail the peer average of 6.20% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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