OLCYX Mutual Fund

OLCYX Mutual Fund

NAV$3.10
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Returns Overview

1 Month
-0.97%
3 Months
-0.05%
6 Months
+0.51%
YTD
+1.12%
1 Year
+4.96%
3 Years (annualized)
+3.21%
5 Years (annualized)
+1.15%
10 Years (annualized)
+2.43%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal California Investment Grade 4-7 Years Bond Index(^SPMCIG4T7BI)
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+0.39%
vs Peers
+0.73%

OLCYX Mutual Fund Performance

OLCYX performance across multiple time periods: 1-month -0.97%, YTD 1.12%, 1-year 4.96%, 3-year 3.21%, 5-year 1.15%, 10-year 2.43%.

OLCYX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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