OCMGX Mutual Fund

OCMGX Mutual Fund

NAV$35.75
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Returns Overview

1 Month
-1.01%
3 Months
-12.71%
6 Months
-15.51%
YTD
-7.87%
1 Year
+54.86%
3 Years (annualized)
+45.50%
5 Years (annualized)
+18.61%
10 Years (annualized)
+13.13%

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
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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)
-7.87%
Peer Avg (YTD)
-3.00%
vs Peers
-4.87%

OCMGX Mutual Fund Performance

OCMGX performance across multiple time periods: 1-month -1.01%, YTD -7.87%, 1-year 54.86%, 3-year 45.50%, 5-year 18.61%, 10-year 13.13%.

OCMGX returns trail the peer average of -3.00% 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.