OCAIX Mutual Fund

OCAIX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
+2.11%
3 Months
+1.74%
6 Months
+8.12%
YTD
+12.65%
1 Year
+19.29%
3 Years (annualized)
+14.79%
5 Years (annualized)
+5.63%
10 Years (annualized)
+8.48%

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
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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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+7.17%
vs Peers
+5.48%

OCAIX Mutual Fund Performance

OCAIX performance across multiple time periods: 1-month 2.11%, YTD 12.65%, 1-year 19.29%, 3-year 14.79%, 5-year 5.63%, 10-year 8.48%.

OCAIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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