OLCYX Mutual Fund

NAV$3.11

Returns Overview

1 Month
+0.62%
3 Months
+1.89%
6 Months
+2.12%
YTD
+2.12%
1 Year
+5.96%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLCYX 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)
+2.12%
Peer Avg (YTD)
+1.98%
vs Peers
+0.14%

OLCYX Mutual Fund Performance

OLCYX performance across multiple time periods: 1-month 0.62%, YTD 2.12%, 1-year 5.96%, 3-year 3.64%, 5-year 1.45%, 10-year 2.56%.

OLCYX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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