OCSGX Mutual Fund

OCSGX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
-7.60%
3 Months
+5.62%
6 Months
+9.12%
YTD
+11.11%
1 Year
+21.87%
3 Years (annualized)
+9.95%
5 Years (annualized)
+2.60%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCSGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+11.11%
Peer Avg (YTD)
+15.31%
vs Peers
-4.20%

OCSGX Mutual Fund Performance

OCSGX performance across multiple time periods: 1-month -7.60%, YTD 11.11%, 1-year 21.87%, 3-year 9.95%, 5-year 2.60%, 10-year 11.22%.

OCSGX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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