OCHIX Mutual Fund

OCHIX Mutual Fund

NAV$12.24
See how much of OCHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.00%
3 Months
-1.24%
6 Months
+10.12%
YTD
+22.39%
1 Year
+37.35%
3 Years (annualized)
+19.17%
5 Years (annualized)
+0.06%
10 Years (annualized)
+9.70%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China Index (Net)
This Mutual Fund (YTD)
+22.39%
Peer Avg (YTD)
+3.27%
vs Peers
+19.13%

OCHIX Mutual Fund Performance

OCHIX performance across multiple time periods: 1-month -11.00%, YTD 22.39%, 1-year 37.35%, 3-year 19.17%, 5-year 0.06%, 10-year 9.70%.

OCHIX returns outperform the peer average of 3.27% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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