OCAIX Mutual Fund

NAV$16.90

Returns Overview

1 Month
+0.36%
3 Months
+13.31%
6 Months
+11.94%
YTD
+11.12%
1 Year
+20.18%
3 Years (annualized)
+13.56%
5 Years (annualized)
+4.46%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCAIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.12%
Peer Avg (YTD)
+6.73%
vs Peers
+4.39%

OCAIX Mutual Fund Performance

OCAIX performance across multiple time periods: 1-month 0.36%, YTD 11.12%, 1-year 20.18%, 3-year 13.56%, 5-year 4.46%, 10-year 8.05%.

OCAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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