OCRDX Mutual Fund

NAV$21.47

Returns Overview

1 Month
-0.24%
3 Months
+10.63%
6 Months
+5.59%
YTD
+5.16%
1 Year
+15.09%
3 Years (annualized)
+11.75%
5 Years (annualized)
+11.50%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCRDX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+9.51%
vs Peers
-4.35%

OCRDX Mutual Fund Performance

OCRDX performance across multiple time periods: 1-month -0.24%, YTD 5.16%, 1-year 15.09%, 3-year 11.75%, 5-year 11.50%, 10-year 12.52%.

OCRDX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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