OCMGX - OCM Gold Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.13%
5-Year Average Return-0.47%
Number of Years Up13
Number of Years Down17
Best 1 Yr Total Return (Feb 3, 2019)50.98%
Worst 1 Yr Total Return (Feb 3, 2019)-47.61%
Best 3-Yr Total Return50.98%
Worst 3-Yr Total Return-27.73%

Trailing Returns (%) Vs. Benchmarks

ReturnOCMGXCategory
YTD6.81%8.08%
1-Month-1.49%-1.21%
3-Month6.81%8.08%
1-Year-3.17%-4.83%
3-Year1.53%3.41%
5-Year-1.05%-2.07%
10-Year-1.91%-2.95%
Last Bull Market-13.92%-12.63%
Last Bear Market-11.77%-16.59%

Annual Total Return (%) History

Year
OCMGXCategory
2019
N/AN/A
2018
-13.70%-17.80%
2017
9.66%11.33%
2016
50.38%54.81%
2015
-24.25%-23.25%
2014
-4.89%-10.03%
2013
-47.61%-48.80%
2012
-9.96%-9.20%
2011
-15.81%-20.68%
2010
40.37%41.56%
2009
50.98%52.56%
2008
-26.56%-29.85%
2007
23.45%23.19%
2006
36.64%31.64%
2005
25.99%30.81%
2004
-13.59%-8.21%
2003
48.31%57.15%
2002
93.25%63.93%
2001
31.10%19.57%
2000
-21.14%-16.92%
1999
-2.47%6.16%
1998
-6.73%-10.42%
1997
-37.50%-41.17%
1996
45.71%10.15%
1995
-5.78%3.94%
1994
-50.25%-10.75%
1993
20.71%80.47%
1992
-29.12%-15.92%
1991
-7.05%-3.41%
1990
-13.86%-22.95%
1989
14.55%27.67%
1988
N/A-14.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.81%N/AN/AN/A
2018-4.80%0.69%-17.77%9.49%
201711.48%-5.10%0.84%2.79%
201645.23%36.48%0.35%-24.39%
2015-2.72%-3.23%-19.13%-0.50%
201415.44%14.10%-19.84%-9.92%
2013-16.62%-33.90%9.55%-13.24%
2012-2.66%-12.65%24.67%-15.06%
2011-2.63%-7.14%-0.61%-6.32%
2010-0.98%14.07%11.71%11.25%
200911.80%4.81%19.76%7.60%
20082.41%3.81%-31.37%0.66%
2007-0.72%0.11%18.28%5.02%
200623.26%3.86%-8.09%16.12%
2005-5.89%-0.74%18.35%13.96%
2004-2.47%-20.67%15.09%-2.97%
2003-9.63%9.48%21.50%23.38%
200239.67%15.96%4.42%14.27%
20010.80%20.21%10.18%-1.81%
2000-10.57%0.95%-11.48%-1.32%
1999-4.33%-2.16%19.60%-12.89%
199810.77%-13.89%8.27%-9.68%
1997-6.97%-10.98%9.00%-30.76%
199667.43%-8.37%-4.00%-1.07%
1995-8.42%3.24%4.36%-4.52%
1994-14.61%-24.42%-4.20%-19.52%
19937.83%16.82%-13.53%10.83%
1992-13.47%6.16%-4.35%-19.33%
1991-2.80%6.51%-11.66%1.64%
1990-1.92%-1.17%-4.41%-7.03%
19892.09%0.24%1.68%10.09%
1988-2.11%-8.22%-1.26%N/A

Rank In Category (By Total Return)

YTD66
1-Month59
3-Month66
1-Year60
3-Year68
5-Year38

Load Adjusted Returns

1-Year-7.53%
3-Year-0.01%
5-Year-1.96%
10-Year-2.36%