OCLGX Mutual Fund

OCLGX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+4.00%
3 Months
-2.23%
6 Months
+10.41%
YTD
+6.26%
1 Year
+13.33%
3 Years (annualized)
+23.89%
5 Years (annualized)
+15.17%
10 Years (annualized)
+24.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCLGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+8.51%
vs Peers
-2.25%

OCLGX Mutual Fund Performance

OCLGX performance across multiple time periods: 1-month 4.00%, YTD 6.26%, 1-year 13.33%, 3-year 23.89%, 5-year 15.17%, 10-year 24.75%.

OCLGX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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