OCRDX Mutual Fund

OCRDX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
+1.30%
3 Months
+0.91%
6 Months
+4.87%
YTD
+7.71%
1 Year
+9.12%
3 Years (annualized)
+18.58%
5 Years (annualized)
+9.66%
10 Years (annualized)
+11.98%

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)
+7.71%
Peer Avg (YTD)
+17.72%
vs Peers
-10.01%

OCRDX Mutual Fund Performance

OCRDX performance across multiple time periods: 1-month 1.30%, YTD 7.71%, 1-year 9.12%, 3-year 18.58%, 5-year 9.66%, 10-year 11.98%.

OCRDX returns trail the peer average of 17.72% 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.