OMFCX Mutual Fund

NAV$6.63

Returns Overview

1 Month
+1.04%
3 Months
+2.85%
6 Months
+2.63%
YTD
+2.63%
1 Year
+6.87%
3 Years (annualized)
+2.81%
5 Years (annualized)
-0.18%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMFCX 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
US Consumer Price Index
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+1.79%
vs Peers
+0.85%

OMFCX Mutual Fund Performance

OMFCX performance across multiple time periods: 1-month 1.04%, YTD 2.63%, 1-year 6.87%, 3-year 2.81%, 5-year -0.18%, 10-year 2.72%.

OMFCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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