OCHIX Mutual Fund

OCHIX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
-11.14%
3 Months
-11.36%
6 Months
-12.46%
YTD
+8.49%
1 Year
+6.42%
3 Years (annualized)
+19.38%
5 Years (annualized)
-1.61%
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
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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
MSCI China Index (Net)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
-0.05%
vs Peers
+8.53%

OCHIX Mutual Fund Performance

OCHIX performance across multiple time periods: 1-month -11.14%, YTD 8.49%, 1-year 6.42%, 3-year 19.38%, 5-year -1.61%, 10-year 9.70%.

OCHIX returns outperform the peer average of -0.05% 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.