OCHIX Mutual Fund

OCHIX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
-1.49%
3 Months
-11.23%
6 Months
+13.50%
YTD
+22.09%
1 Year
+16.98%
3 Years (annualized)
+21.47%
5 Years (annualized)
-0.10%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCHIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China Index (Net)
This Mutual Fund (YTD)
+22.09%
Peer Avg (YTD)
-2.27%
vs Peers
+24.36%

OCHIX Mutual Fund Performance

OCHIX performance across multiple time periods: 1-month -1.49%, YTD 22.09%, 1-year 16.98%, 3-year 21.47%, 5-year -0.10%, 10-year 9.70%.

OCHIX returns outperform the peer average of -2.27% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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