OCMAX Mutual Fund

NAV$39.12

Returns Overview

1 Month
-15.49%
3 Months
-12.52%
6 Months
-6.69%
YTD
-6.69%
1 Year
+52.57%
3 Years (annualized)
+47.56%
5 Years (annualized)
+20.42%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
XAU Index
This Mutual Fund (YTD)
-6.69%
Peer Avg (YTD)
-2.18%
vs Peers
-4.51%

OCMAX Mutual Fund Performance

OCMAX performance across multiple time periods: 1-month -15.49%, YTD -6.69%, 1-year 52.57%, 3-year 47.56%, 5-year 20.42%, 10-year 18.90%.

OCMAX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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