OCRDX Mutual Fund

OCRDX Mutual Fund

NAV$20.83
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Returns Overview

1 Month
+0.72%
3 Months
+1.99%
6 Months
+6.15%
YTD
+7.50%
1 Year
+13.28%
3 Years (annualized)
+15.65%
5 Years (annualized)
+9.94%
10 Years (annualized)
+11.64%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+11.21%
vs Peers
-3.71%

OCRDX Mutual Fund Performance

OCRDX performance across multiple time periods: 1-month 0.72%, YTD 7.50%, 1-year 13.28%, 3-year 15.65%, 5-year 9.94%, 10-year 11.64%.

OCRDX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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