OMCIX Mutual Fund

NAV$72.33

Returns Overview

1 Month
-6.10%
3 Months
+2.13%
6 Months
+30.94%
YTD
+38.11%
1 Year
+80.97%
3 Years (annualized)
+32.02%
5 Years (annualized)
+26.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMCIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+38.11%
Peer Avg (YTD)
+18.52%
vs Peers
+19.59%

OMCIX Mutual Fund Performance

OMCIX performance across multiple time periods: 1-month -6.10%, YTD 38.11%, 1-year 80.97%, 3-year 32.02%, 5-year 26.74%.

OMCIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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