OCGCX Mutual Fund

OCGCX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-2.13%
3 Months
-2.48%
6 Months
+1.93%
YTD
+0.75%
1 Year
+2.23%
3 Years (annualized)
+7.87%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCGCX 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)
+0.75%
Peer Avg (YTD)
+2.46%
vs Peers
-1.70%

OCGCX Mutual Fund Performance

OCGCX performance across multiple time periods: 1-month -2.13%, YTD 0.75%, 1-year 2.23%, 3-year 7.87%, 5-year 2.80%, 10-year 4.54%.

OCGCX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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