OCMIX Mutual Fund

OCMIX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-0.86%
3 Months
+2.34%
6 Months
+5.76%
YTD
+7.47%
1 Year
+14.72%
3 Years (annualized)
+10.08%
5 Years (annualized)
+3.21%
10 Years (annualized)
+5.70%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+5.54%
vs Peers
+1.93%

OCMIX Mutual Fund Performance

OCMIX performance across multiple time periods: 1-month -0.86%, YTD 7.47%, 1-year 14.72%, 3-year 10.08%, 5-year 3.21%, 10-year 5.70%.

OCMIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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