OCHIX Mutual Fund

NAV$12.30

Returns Overview

1 Month
+4.10%
3 Months
+27.85%
6 Months
+37.53%
YTD
+37.53%
1 Year
+62.05%
3 Years (annualized)
+28.45%
5 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCHIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI China Index (Net)
This Mutual Fund (YTD)
+37.53%
Peer Avg (YTD)
+4.01%
vs Peers
+33.52%

OCHIX Mutual Fund Performance

OCHIX performance across multiple time periods: 1-month 4.10%, YTD 37.53%, 1-year 62.05%, 3-year 28.45%, 5-year 1.74%.

OCHIX returns outperform the peer average of 4.01% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

OCHIX performance comparison shows side-by-side returns with another fund. OCHIX alternatives are available in the Mutual Fund Screener.