OLCCX Mutual Fund

OLCCX Mutual Fund

NAV$2.98
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Returns Overview

1 Month
-3.03%
3 Months
-4.16%
6 Months
-2.59%
YTD
-2.62%
1 Year
-1.37%
3 Years (annualized)
+2.31%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLCCX 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
S&P Municipal California Investment Grade 4-7 Years Bond Index(^SPMCIG4T7BI)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
-3.88%
vs Peers
+1.26%

OLCCX Mutual Fund Performance

OLCCX performance across multiple time periods: 1-month -3.03%, YTD -2.62%, 1-year -1.37%, 3-year 2.31%, 5-year 0.18%, 10-year 1.37%.

OLCCX returns outperform the peer average of -3.88% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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