OCMGX Mutual Fund

OCMGX Mutual Fund

NAV$32.14
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Returns Overview

1 Month
-8.66%
3 Months
+19.22%
6 Months
+4.17%
YTD
+10.96%
1 Year
+32.02%
3 Years (annualized)
+62.50%
5 Years (annualized)
+27.22%
10 Years (annualized)
+18.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMGX 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
XAU Index
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+7.76%
vs Peers
+3.20%

OCMGX Mutual Fund Performance

OCMGX performance across multiple time periods: 1-month -8.66%, YTD 10.96%, 1-year 32.02%, 3-year 62.50%, 5-year 27.22%, 10-year 18.11%.

OCMGX returns outperform the peer average of 7.76% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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