OCSGX Mutual Fund

OCSGX Mutual Fund

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Returns Overview

1 Month
+1.01%
3 Months
-0.87%
6 Months
+10.07%
YTD
+12.24%
1 Year
+17.44%
3 Years (annualized)
+11.40%
5 Years (annualized)
+2.29%
10 Years (annualized)
+11.26%

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)
+12.24%
Peer Avg (YTD)
+15.20%
vs Peers
-2.96%

OCSGX Mutual Fund Performance

OCSGX performance across multiple time periods: 1-month 1.01%, YTD 12.24%, 1-year 17.44%, 3-year 11.40%, 5-year 2.29%, 10-year 11.26%.

OCSGX returns trail the peer average of 15.20% YTD. With an expense ratio of 2.19%, 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.