ONCFX Mutual Fund

ONCFX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-2.12%
3 Months
-2.25%
6 Months
+2.28%
YTD
+1.31%
1 Year
+2.97%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONCFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+2.46%
vs Peers
-1.15%

ONCFX Mutual Fund Performance

ONCFX performance across multiple time periods: 1-month -2.12%, YTD 1.31%, 1-year 2.97%, 3-year 8.71%, 5-year 3.58%, 10-year 5.37%.

ONCFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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