Back to top
more

Ocm Gold Fund Investor Class: (MF: OCMGX)

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$14.92 USD

+0.50 (3.47%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 41.61 1
3 months 16.83 1
6 months 61.89 5
1 Year 52.23 1
3 Year 5.74 21
5 Year 10.41 1
10 Year 6.94 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 232.77
Bear Market (10/07 - 2/09) -30.62
Bull Market (2/09 - 3/21) 112.66

Load Adjusted Returns as of Aug 31, 2024

1 Year 13.89
5 Year 9.23
10 Year 4.15
Since Inception 1.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 5.55 8.99 NA NA
2023 11.79 -9.88 -12.54 18.28
2022 13.33 -27.27 -10.82 11.95
2021 -12.76 11.34 -16.00 10.71
2020 -23.31 72.47 9.52 -0.38
2019 6.80 16.23 7.57 17.46

Annual Return

20242023202220212020201920182017201620152014
% Total Return 41.614.21-17.70-9.6644.2956.87-13.709.6650.35-24.25-4.87
% Total Return Rel to Index 22.06-22.030.49-38.3425.8925.38-9.30-12.1338.41-25.64-18.52
% Total Return Rel to Peer 19.07-0.74-5.25-1.0315.3218.240.641.321.42-2.696.06
% Perf Quintile vs Peer* 0.003.005.003.001.001.003.002.003.004.002.00
% Dividends 0.000.000.000.000.070.000.000.000.000.000.00
% Yield 0.000.000.000.000.560.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.120.050.571.660.651.750.000.61
Expense Ratio 2.482.442.322.192.292.912.932.782.662.592.39

* 1 = Top 20%, 5 = Bottom 20%