OCLGX Mutual Fund

OCLGX Mutual Fund

NAV$12.56
See how much of OCLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.16%
3 Months
+0.33%
6 Months
+2.86%
YTD
+2.17%
1 Year
+10.26%
3 Years (annualized)
+17.49%
5 Years (annualized)
+7.57%
10 Years (annualized)
+13.62%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+6.23%
vs Peers
-4.06%

OCLGX Mutual Fund Performance

OCLGX performance across multiple time periods: 1-month -3.16%, YTD 2.17%, 1-year 10.26%, 3-year 17.49%, 5-year 7.57%, 10-year 13.62%.

OCLGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.95%, 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.