ONGIX Mutual Fund

ONGIX Mutual Fund

NAV$21.90
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Returns Overview

1 Month
-0.09%
3 Months
-0.40%
6 Months
+1.47%
YTD
+4.78%
1 Year
+5.88%
3 Years (annualized)
+14.85%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONGIX 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
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+5.28%
vs Peers
-0.51%

ONGIX Mutual Fund Performance

ONGIX performance across multiple time periods: 1-month -0.09%, YTD 4.78%, 1-year 5.88%, 3-year 14.85%, 5-year 6.22%, 10-year 9.23%.

ONGIX returns trail the peer average of 5.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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