OCM Mutual Funds List
Here you can find all mutual funds issued by OCM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 2.10%
- Avg. 1 Year Return
- 72.33%
- Avg. 5 Year Return
- 20.43%
- Median Risk/Return Score
- 45 / 100
OCM Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OCM Gold Atlas | Precious Metals | Mar 31, 2010 | 1.88% | 7.79% | 18.24% | 5.49% | 46 | ||||||||
| OCM Gold Fund | Precious Metals | Feb 3, 1988 | 2.32% | 7.60% | 17.45% | 6.04% | 45 |
Explore top OCM Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best OCM Mutual funds by Risk/Return Score
The top OCM Mutual funds by PortfoliosLab Risk/Return Score are OCMAX (46) and OCMGX (45).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| OCM Gold Atlas | 46 | — | Mar 2010 | |
| OCM Gold Fund | 45 | — | Feb 1988 |
Best-Performing OCM Mutual funds Over 5 Years
The top OCM Mutual funds is OCMAX (20.75%).
Across the lineup, OCM Mutual funds show an average 1-year return of 72.33% and an average 5-year return of 20.43%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| OCM Gold Atlas | 20.75% | — | Mar 2010 | |
| OCM Gold Fund | 20.11% | — | Feb 1988 |
Lowest-Cost OCM Mutual funds
The top OCM Mutual funds is OCMAX (1.88%).
With an average expense ratio of 2.10%, OCM Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| OCM Gold Atlas | 1.88% | — | Mar 2010 | |
| OCM Gold Fund | 2.32% | — | Feb 1988 |
Highest-Yield OCM Mutual funds
The top OCM Mutual funds is OCMGX (6.04%).
Across the lineup, OCM Mutual funds show an average dividend yield of 5.77%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| OCM Gold Fund | 6.04% | — | Feb 1988 | |
| OCM Gold Atlas | 5.49% | — | Mar 2010 |
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Top Mutual funds Comparisons
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