OCMIX Mutual Fund

NAV$12.92

Returns Overview

1 Month
+0.31%
3 Months
+9.33%
6 Months
+9.05%
YTD
+8.40%
1 Year
+15.51%
3 Years (annualized)
+11.13%
5 Years (annualized)
+3.54%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMIX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+5.87%
vs Peers
+2.54%

OCMIX Mutual Fund Performance

OCMIX performance across multiple time periods: 1-month 0.31%, YTD 8.40%, 1-year 15.51%, 3-year 11.13%, 5-year 3.54%, 10-year 6.12%.

OCMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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