OCMGX Mutual Fund

OCMGX Mutual Fund

NAV$32.82
See how much of OCMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+31.86%
3 Months
+10.25%
6 Months
-7.24%
YTD
+21.49%
1 Year
+68.97%
3 Years (annualized)
+62.50%
5 Years (annualized)
+27.22%
10 Years (annualized)
+18.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMGX 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
XAU Index
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+16.13%
vs Peers
+5.36%

OCMGX Mutual Fund Performance

OCMGX performance across multiple time periods: 1-month 31.86%, YTD 21.49%, 1-year 68.97%, 3-year 62.50%, 5-year 27.22%, 10-year 18.11%.

OCMGX returns outperform the peer average of 16.13% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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