OCSGX Mutual Fund

OCSGX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
-1.02%
3 Months
-2.15%
6 Months
+3.34%
YTD
+8.72%
1 Year
+9.78%
3 Years (annualized)
+15.82%
5 Years (annualized)
+1.10%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCSGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+14.00%
vs Peers
-5.28%

OCSGX Mutual Fund Performance

OCSGX performance across multiple time periods: 1-month -1.02%, YTD 8.72%, 1-year 9.78%, 3-year 15.82%, 5-year 1.10%, 10-year 11.50%.

OCSGX returns trail the peer average of 14.00% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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