OCMAX Mutual Fund

OCMAX Mutual Fund

NAV$38.00
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Returns Overview

1 Month
+31.89%
3 Months
+10.39%
6 Months
-7.01%
YTD
+21.88%
1 Year
+69.82%
3 Years (annualized)
+63.33%
5 Years (annualized)
+27.90%
10 Years (annualized)
+18.90%

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
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
XAU Index
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+16.13%
vs Peers
+5.75%

OCMAX Mutual Fund Performance

OCMAX performance across multiple time periods: 1-month 31.89%, YTD 21.88%, 1-year 69.82%, 3-year 63.33%, 5-year 27.90%, 10-year 18.90%.

OCMAX returns outperform the peer average of 16.13% 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.