OCMGX Mutual Fund

NAV$33.61

Returns Overview

1 Month
-15.53%
3 Months
-12.63%
6 Months
-6.93%
YTD
-6.93%
1 Year
+51.85%
3 Years (annualized)
+46.76%
5 Years (annualized)
+19.51%
10 Years (annualized)
+14.43%

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

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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)
-6.93%
Peer Avg (YTD)
-2.18%
vs Peers
-4.74%

OCMGX Mutual Fund Performance

OCMGX performance across multiple time periods: 1-month -15.53%, YTD -6.93%, 1-year 51.85%, 3-year 46.76%, 5-year 19.51%, 10-year 14.43%.

OCMGX returns trail the peer average of -2.18% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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