OCMGX vs. BGEIX
Compare and contrast key facts about OCM Gold Fund (OCMGX) and American Century Global Gold Fund (BGEIX).
OCMGX is managed by OCM. It was launched on Feb 3, 1988. BGEIX is managed by American Century. It was launched on Aug 16, 1988.
Performance
OCMGX vs. BGEIX - Performance Comparison
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OCMGX vs. BGEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 6.52% | 167.05% | 23.15% | 4.21% | -17.71% | -9.67% | 44.28% | 56.74% | -13.84% | 9.70% |
BGEIX American Century Global Gold Fund | 5.78% | 158.45% | 15.10% | 7.52% | -12.54% | -8.85% | 18.92% | 37.82% | -7.43% | 10.62% |
Returns By Period
In the year-to-date period, OCMGX achieves a 6.52% return, which is significantly higher than BGEIX's 5.78% return. Over the past 10 years, OCMGX has outperformed BGEIX with an annualized return of 19.58%, while BGEIX has yielded a comparatively lower 17.01% annualized return.
OCMGX
- 1D
- 6.24%
- 1M
- -18.77%
- YTD
- 6.52%
- 6M
- 25.30%
- 1Y
- 106.44%
- 3Y*
- 48.36%
- 5Y*
- 24.55%
- 10Y*
- 19.58%
BGEIX
- 1D
- 6.74%
- 1M
- -20.97%
- YTD
- 5.78%
- 6M
- 20.29%
- 1Y
- 99.08%
- 3Y*
- 44.73%
- 5Y*
- 23.18%
- 10Y*
- 17.01%
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OCMGX vs. BGEIX - Expense Ratio Comparison
OCMGX has a 2.32% expense ratio, which is higher than BGEIX's 0.65% expense ratio.
Return for Risk
OCMGX vs. BGEIX — Risk / Return Rank
OCMGX
BGEIX
OCMGX vs. BGEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OCM Gold Fund (OCMGX) and American Century Global Gold Fund (BGEIX). 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.
| OCMGX | BGEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.74 | 2.30 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.90 | 2.52 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.38 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 3.97 | 3.30 | +0.68 |
Martin ratioReturn relative to average drawdown | 14.53 | 12.12 | +2.41 |
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
| OCMGX | BGEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | 2.30 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.51 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.17 | -0.04 |
Correlation
The correlation between OCMGX and BGEIX is 0.92, 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
OCMGX vs. BGEIX - Dividend Comparison
OCMGX's dividend yield for the trailing twelve months is around 6.10%, more than BGEIX's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 6.10% | 6.50% | 2.88% | 0.00% | 0.05% | 1.07% | 0.98% | 6.33% | 26.98% | 7.19% | 19.53% | 0.05% |
BGEIX American Century Global Gold Fund | 0.80% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% | 0.00% |
Drawdowns
OCMGX vs. BGEIX - Drawdown Comparison
The maximum OCMGX drawdown since its inception was -84.47%, which is greater than BGEIX's maximum drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for OCMGX and BGEIX.
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Drawdown Indicators
| OCMGX | BGEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.47% | -78.69% | -5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -27.33% | -30.55% | +3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -45.55% | -46.62% | +1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -51.92% | +6.37% |
Current DrawdownCurrent decline from peak | -18.77% | -21.00% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -41.28% | -35.23% | -6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.48% | 8.31% | -0.83% |
Volatility
OCMGX vs. BGEIX - Volatility Comparison
The current volatility for OCM Gold Fund (OCMGX) is 15.59%, while American Century Global Gold Fund (BGEIX) has a volatility of 17.41%. This indicates that OCMGX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCMGX | BGEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.59% | 17.41% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 31.48% | 35.58% | -4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.36% | 43.43% | -4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.93% | 33.00% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 33.45% | +0.46% |