ONCFX Mutual Fund

ONCFX Mutual Fund

NAV$13.11
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Returns Overview

1 Month
+0.80%
3 Months
+0.31%
6 Months
+1.33%
YTD
+3.50%
1 Year
+6.76%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONCFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+3.78%
vs Peers
-0.28%

ONCFX Mutual Fund Performance

ONCFX performance across multiple time periods: 1-month 0.80%, YTD 3.50%, 1-year 6.76%, 3-year 8.71%, 5-year 3.58%, 10-year 5.37%.

ONCFX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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