OCMPX Mutual Fund

OCMPX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-5.33%
3 Months
+0.65%
6 Months
+6.80%
YTD
-3.60%
1 Year
-4.87%
3 Years (annualized)
+9.06%
5 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMPX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-3.60%
Peer Avg (YTD)
+8.68%
vs Peers
-12.28%

OCMPX Mutual Fund Performance

OCMPX performance across multiple time periods: 1-month -5.33%, YTD -3.60%, 1-year -4.87%, 3-year 9.06%, 5-year 1.42%.

OCMPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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