OLCYX Mutual Fund

OLCYX Mutual Fund

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Returns Overview

1 Month
-2.93%
3 Months
-3.89%
6 Months
-2.07%
YTD
-1.85%
1 Year
-0.36%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.16%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLCYX 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)
-1.85%
Peer Avg (YTD)
-3.88%
vs Peers
+2.02%

OLCYX Mutual Fund Performance

OLCYX performance across multiple time periods: 1-month -2.93%, YTD -1.85%, 1-year -0.36%, 3-year 3.34%, 5-year 1.16%, 10-year 2.40%.

OLCYX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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