OCMIX Mutual Fund

OCMIX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+1.66%
3 Months
+1.10%
6 Months
+5.49%
YTD
+9.25%
1 Year
+14.52%
3 Years (annualized)
+11.58%
5 Years (annualized)
+3.79%
10 Years (annualized)
+6.23%

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
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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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+6.28%
vs Peers
+2.97%

OCMIX Mutual Fund Performance

OCMIX performance across multiple time periods: 1-month 1.66%, YTD 9.25%, 1-year 14.52%, 3-year 11.58%, 5-year 3.79%, 10-year 6.23%.

OCMIX returns outperform the peer average of 6.28% 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.