OMFCX Mutual Fund

OMFCX Mutual Fund

NAV$6.46
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Returns Overview

1 Month
+2.89%
3 Months
-2.44%
6 Months
-3.05%
YTD
-1.81%
1 Year
-2.15%
3 Years (annualized)
+3.64%
5 Years (annualized)
-0.95%
10 Years (annualized)
+2.24%

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
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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
S&P Municipal Bond 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
-1.81%
Peer Avg (YTD)
-0.87%
vs Peers
-0.94%

OMFCX Mutual Fund Performance

OMFCX performance across multiple time periods: 1-month 2.89%, YTD -1.81%, 1-year -2.15%, 3-year 3.64%, 5-year -0.95%, 10-year 2.24%.

OMFCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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