OMCIX Mutual Fund

OMCIX Mutual Fund

NAV$67.30
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Returns Overview

1 Month
-0.34%
3 Months
-14.87%
6 Months
+16.93%
YTD
+32.82%
1 Year
+31.32%
3 Years (annualized)
+24.25%
5 Years (annualized)
+17.26%
10 Years (annualized)
+20.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMCIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+32.82%
Peer Avg (YTD)
+10.34%
vs Peers
+22.48%

OMCIX Mutual Fund Performance

OMCIX performance across multiple time periods: 1-month -0.34%, YTD 32.82%, 1-year 31.32%, 3-year 24.25%, 5-year 17.26%, 10-year 20.37%.

OMCIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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