OCACX Mutual Fund

NAV$7.82

Returns Overview

1 Month
+1.30%
3 Months
+3.47%
6 Months
+3.16%
YTD
+3.03%
1 Year
+8.14%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.03%
10 Years (annualized)
+2.28%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
US Consumer Price Index
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+1.98%
vs Peers
+1.05%

OCACX Mutual Fund Performance

OCACX performance across multiple time periods: 1-month 1.30%, YTD 3.03%, 1-year 8.14%, 3-year 3.25%, 5-year 0.03%, 10-year 2.28%.

OCACX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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