OCAYX Mutual Fund

OCAYX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
-2.01%
3 Months
-0.04%
6 Months
+0.95%
YTD
+1.45%
1 Year
+8.16%
3 Years (annualized)
+3.43%
5 Years (annualized)
+0.39%
10 Years (annualized)
+3.07%

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
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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
US Consumer Price Index
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.39%
vs Peers
+1.06%

OCAYX Mutual Fund Performance

OCAYX performance across multiple time periods: 1-month -2.01%, YTD 1.45%, 1-year 8.16%, 3-year 3.43%, 5-year 0.39%, 10-year 3.07%.

OCAYX returns outperform the peer average of 0.39% 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.