OCSGX Mutual Fund

NAV$8.28

Returns Overview

1 Month
+6.21%
3 Months
+27.23%
6 Months
+20.25%
YTD
+18.92%
1 Year
+34.05%
3 Years (annualized)
+13.86%
5 Years (annualized)
+3.90%
10 Years (annualized)
+12.80%

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
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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+18.92%
Peer Avg (YTD)
+18.52%
vs Peers
+0.39%

OCSGX Mutual Fund Performance

OCSGX performance across multiple time periods: 1-month 6.21%, YTD 18.92%, 1-year 34.05%, 3-year 13.86%, 5-year 3.90%, 10-year 12.80%.

OCSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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