MIDSX vs. OCMAX
Compare and contrast key facts about Midas Fund (MIDSX) and OCM Gold Atlas (OCMAX).
MIDSX is managed by Midas. It was launched on Jan 7, 1986. OCMAX is an actively managed fund by OCM. It was launched on Mar 31, 2010.
Performance
MIDSX vs. OCMAX - Performance Comparison
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MIDSX vs. OCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDSX Midas Fund | 3.72% | 195.76% | 7.27% | -1.79% | -11.11% | -19.23% | 10.64% | 30.56% | -12.90% | 5.98% |
OCMAX OCM Gold Atlas | 0.41% | 168.37% | 23.87% | 4.82% | -17.28% | -9.16% | 45.45% | 58.42% | -13.25% | 10.55% |
Returns By Period
In the year-to-date period, MIDSX achieves a 3.72% return, which is significantly higher than OCMAX's 0.41% return. Over the past 10 years, MIDSX has underperformed OCMAX with an annualized return of 13.28%, while OCMAX has yielded a comparatively higher 19.69% annualized return.
MIDSX
- 1D
- -0.28%
- 1M
- -25.21%
- YTD
- 3.72%
- 6M
- 23.13%
- 1Y
- 115.48%
- 3Y*
- 44.09%
- 5Y*
- 22.92%
- 10Y*
- 13.28%
OCMAX
- 1D
- 0.43%
- 1M
- -23.39%
- YTD
- 0.41%
- 6M
- 19.80%
- 1Y
- 95.92%
- 3Y*
- 46.20%
- 5Y*
- 24.64%
- 10Y*
- 19.69%
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MIDSX vs. OCMAX - Expense Ratio Comparison
MIDSX has a 4.25% expense ratio, which is higher than OCMAX's 1.88% expense ratio.
Return for Risk
MIDSX vs. OCMAX — Risk / Return Rank
MIDSX
OCMAX
MIDSX vs. OCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Midas Fund (MIDSX) and OCM Gold Atlas (OCMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MIDSX | OCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.65 | 2.52 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.73 | 2.72 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.40 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.91 | 3.48 | +0.43 |
Martin ratioReturn relative to average drawdown | 14.42 | 12.90 | +1.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIDSX | OCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.65 | 2.52 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.58 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.23 | -0.24 |
Correlation
The correlation between MIDSX and OCMAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MIDSX vs. OCMAX - Dividend Comparison
MIDSX has not paid dividends to shareholders, while OCMAX's dividend yield for the trailing twelve months is around 5.89%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIDSX Midas Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OCMAX OCM Gold Atlas | 5.89% | 5.91% | 2.97% | 0.00% | 0.04% | 0.95% | 1.44% | 5.66% | 24.55% | 6.72% | 18.48% | 0.05% |
Drawdowns
MIDSX vs. OCMAX - Drawdown Comparison
The maximum MIDSX drawdown since its inception was -89.77%, which is greater than OCMAX's maximum drawdown of -76.26%. Use the drawdown chart below to compare losses from any high point for MIDSX and OCMAX.
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Drawdown Indicators
| MIDSX | OCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.77% | -76.26% | -13.51% |
Max Drawdown (1Y)Largest decline over 1 year | -30.18% | -27.33% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -48.48% | -45.14% | -3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -57.07% | -45.14% | -11.93% |
Current DrawdownCurrent decline from peak | -40.30% | -23.51% | -16.79% |
Average DrawdownAverage peak-to-trough decline | -63.68% | -36.37% | -27.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.19% | 7.37% | +0.82% |
Volatility
MIDSX vs. OCMAX - Volatility Comparison
Midas Fund (MIDSX) has a higher volatility of 15.85% compared to OCM Gold Atlas (OCMAX) at 13.81%. This indicates that MIDSX's price experiences larger fluctuations and is considered to be riskier than OCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDSX | OCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.85% | 13.81% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 36.12% | 30.95% | +5.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.35% | 39.00% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.89% | 33.83% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.34% | 33.84% | -0.50% |