OCGCX Mutual Fund

OCGCX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-1.09%
3 Months
+0.56%
6 Months
+1.39%
YTD
+2.19%
1 Year
+6.79%
3 Years (annualized)
+7.30%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.54%

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)
+2.19%
Peer Avg (YTD)
+3.39%
vs Peers
-1.20%

OCGCX Mutual Fund Performance

OCGCX performance across multiple time periods: 1-month -1.09%, YTD 2.19%, 1-year 6.79%, 3-year 7.30%, 5-year 2.85%, 10-year 4.54%.

OCGCX returns trail the peer average of 3.39% 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.