OCGCX Mutual Fund

OCGCX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+0.91%
3 Months
-0.50%
6 Months
+0.05%
YTD
+1.68%
1 Year
+2.30%
3 Years (annualized)
+9.16%
5 Years (annualized)
+2.60%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCGCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.95%
vs Peers
-1.28%

OCGCX Mutual Fund Performance

OCGCX performance across multiple time periods: 1-month 0.91%, YTD 1.68%, 1-year 2.30%, 3-year 9.16%, 5-year 2.60%, 10-year 4.53%.

OCGCX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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