ONGFX Mutual Fund

ONGFX Mutual Fund

NAV$21.34
See how much of ONGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
-0.35%
6 Months
+1.98%
YTD
+5.77%
1 Year
+6.15%
3 Years (annualized)
+15.11%
5 Years (annualized)
+6.47%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+5.28%
vs Peers
+0.49%

ONGFX Mutual Fund Performance

ONGFX performance across multiple time periods: 1-month -0.09%, YTD 5.77%, 1-year 6.15%, 3-year 15.11%, 5-year 6.47%, 10-year 9.51%.

ONGFX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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