OCCIX Mutual Fund

OCCIX Mutual Fund

NAV$9.21
See how much of OCCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.20%
3 Months
+0.22%
6 Months
+1.56%
YTD
+2.36%
1 Year
+6.85%
3 Years (annualized)
+5.70%
5 Years (annualized)
+0.38%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCCIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+3.39%
vs Peers
-1.02%

OCCIX Mutual Fund Performance

OCCIX performance across multiple time periods: 1-month -1.20%, YTD 2.36%, 1-year 6.85%, 3-year 5.70%, 5-year 0.38%, 10-year 2.51%.

OCCIX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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