OLCAX Mutual Fund

OLCAX Mutual Fund

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Returns Overview

1 Month
-2.64%
3 Months
-3.64%
6 Months
-2.20%
YTD
-1.73%
1 Year
-0.29%
3 Years (annualized)
+3.07%
5 Years (annualized)
+0.89%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLCAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal California Investment Grade 4-7 Years Bond Index(^SPMCIG4T7BI)
This Mutual Fund (YTD)
-1.73%
Peer Avg (YTD)
-3.88%
vs Peers
+2.15%

OLCAX Mutual Fund Performance

OLCAX performance across multiple time periods: 1-month -2.64%, YTD -1.73%, 1-year -0.29%, 3-year 3.07%, 5-year 0.89%, 10-year 2.14%.

OLCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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