OLCCX Mutual Fund

NAV$3.09

Returns Overview

1 Month
+0.54%
3 Months
+1.63%
6 Months
+1.94%
YTD
+1.61%
1 Year
+4.92%
3 Years (annualized)
+2.61%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLCCX 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
S&P Municipal California Investment Grade 4-7 Years Bond Index(^SPMCIG4T7BI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+1.98%
vs Peers
-0.36%

OLCCX Mutual Fund Performance

OLCCX performance across multiple time periods: 1-month 0.54%, YTD 1.61%, 1-year 4.92%, 3-year 2.61%, 5-year 0.47%, 10-year 1.54%.

OLCCX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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