OCMAX Mutual Fund

OCMAX Mutual Fund

NAV$39.93
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Returns Overview

1 Month
-0.96%
3 Months
-12.61%
6 Months
-15.30%
YTD
-7.59%
1 Year
+55.62%
3 Years (annualized)
+46.34%
5 Years (annualized)
+19.25%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMAX 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
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📉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
XAU Index
This Mutual Fund (YTD)
-7.59%
Peer Avg (YTD)
-3.00%
vs Peers
-4.59%

OCMAX Mutual Fund Performance

OCMAX performance across multiple time periods: 1-month -0.96%, YTD -7.59%, 1-year 55.62%, 3-year 46.34%, 5-year 19.25%, 10-year 13.90%.

OCMAX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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