OCAYX Mutual Fund

OCAYX Mutual Fund

NAV$7.31
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Returns Overview

1 Month
-0.27%
3 Months
-1.05%
6 Months
-1.07%
YTD
+1.18%
1 Year
+6.89%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.39%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCAYX 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)
+1.18%
Peer Avg (YTD)
+0.17%
vs Peers
+1.01%

OCAYX Mutual Fund Performance

OCAYX performance across multiple time periods: 1-month -0.27%, YTD 1.18%, 1-year 6.89%, 3-year 3.87%, 5-year 0.39%, 10-year 3.03%.

OCAYX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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