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OCM Gold Atlas (OCMAX) Sharpe Ratio: 2.11

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The OCM Gold Fund seeks long-term capital growth by investing at least 80% of its net assets in equity securities of domestic and foreign companies engaged in all sectors of the gold mining and precious metals industries.

OCMAX's Sharpe Ratio of 2.11 indicates that for each unit of volatility, it generates 2.11 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

OCMAX Sharpe Ratio Rank

OCMAX Sharpe Ratio Rank: 51.451
Average

OCMAX ranks above 51.4% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

OCMAX Sharpe Ratio Market Positioning

The chart shows OCMAX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.64+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares OCM Gold Atlas's Sharpe Ratio with other mutual funds in the Precious Metals category across multiple time periods, showing how OCMAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
UNWPXU.S. Global Investors World Precious Minerals Fund2.80
FGPMXFranklin Gold and Precious Metals Fund Class R62.22
FGADXFranklin Gold and Precious Metals Fund Advisor Class2.22
FKRCXFranklin Gold and Precious Metals Fund2.21
OCMAXOCM Gold Atlas2.11
OCMGXOCM Gold Fund2.09
RYPMXRydex Precious Metals Fund1.95
EPGFXEuroPac Gold Fund1.93
INIVXVanEck International Investors Gold Fund1.90
SGDLXSprott Gold Equity Fund1.89

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows OCMAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OCMAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does OCMAX fit in your portfolio?

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