OCACX Mutual Fund

OCACX Mutual Fund

NAV$7.74
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Returns Overview

1 Month
-2.11%
3 Months
-0.16%
6 Months
+0.57%
YTD
+0.86%
1 Year
+7.11%
3 Years (annualized)
+2.48%
5 Years (annualized)
-0.56%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCACX 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
US Consumer Price Index
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+0.39%
vs Peers
+0.47%

OCACX Mutual Fund Performance

OCACX performance across multiple time periods: 1-month -2.11%, YTD 0.86%, 1-year 7.11%, 3-year 2.48%, 5-year -0.56%, 10-year 2.04%.

OCACX returns outperform the peer average of 0.39% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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