OCMPX Mutual Fund

NAV$17.08

Returns Overview

1 Month
-1.39%
3 Months
+6.11%
6 Months
-3.77%
YTD
-4.22%
1 Year
-3.67%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCMPX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-4.22%
Peer Avg (YTD)
+8.97%
vs Peers
-13.19%

OCMPX Mutual Fund Performance

OCMPX performance across multiple time periods: 1-month -1.39%, YTD -4.22%, 1-year -3.67%, 3-year 5.69%, 5-year 1.03%.

OCMPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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