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Ocm Gold Fund Investor Class: (MF: OCMGX)

(NASDAQ Mutual Funds) As of Dec 17, 2025 05:55 PM ET

$30.91 USD

+0.37 (1.21%)

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

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 147.98 33
3 months 29.32 60
6 months 55.95 62
1 Year 123.09 48
3 Year 47.93 16
5 Year 20.96 19
10 Year 22.59 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 232.77
Bear Market (10/07 - 2/09) -30.63
Bull Market (2/09 - 3/21) 358.85

Load Adjusted Returns as of Nov 30, 2025

1 Year 76.80
5 Year 15.32
10 Year 20.70
Since Inception 3.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 37.29 19.06 37.12 NA
2024 5.55 8.99 29.93 -17.57
2023 11.79 -9.88 -12.54 18.28
2022 13.33 -27.27 -10.81 11.95
2021 -12.76 11.34 -16.00 10.71
2020 -23.31 72.47 9.52 -0.38

Annual Return

20252024202320222021202020192018201720162015
% Total Return 147.9723.224.21-17.70-9.6644.2956.87-13.709.6650.35-24.25
% Total Return Rel to Index 130.47-1.80-22.030.49-38.3425.8925.38-9.30-12.1338.41-25.64
% Total Return Rel to Peer 18.689.60-0.74-5.25-1.0315.3218.240.641.321.42-2.69
% Perf Quintile vs Peer* 0.000.003.005.003.001.001.003.002.003.004.00
% Dividends 0.000.260.000.000.000.070.000.000.000.000.00
% Yield 0.002.082.490.000.000.560.000.000.000.000.00
Capital Gains ($) 0.000.080.000.000.120.050.571.660.651.750.00
Expense Ratio 2.202.382.442.322.192.292.912.932.782.662.59

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