OCACX Mutual Fund

OCACX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
-0.48%
3 Months
-1.31%
6 Months
-1.70%
YTD
+0.37%
1 Year
+5.85%
3 Years (annualized)
+2.88%
5 Years (annualized)
-0.59%
10 Years (annualized)
+1.98%

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
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 Bond California 5+ Year Investment Grade Index(^SPMBCIGI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.17%
vs Peers
+0.20%

OCACX Mutual Fund Performance

OCACX performance across multiple time periods: 1-month -0.48%, YTD 0.37%, 1-year 5.85%, 3-year 2.88%, 5-year -0.59%, 10-year 1.98%.

OCACX returns outperform the peer average of 0.17% 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.