Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCMAX (OCM MUTUAL FUND OCM GOLD FUND – ADVISOR CLASS) | 4.69% | 64.90% | 53.42% | 22.22% | 17.33% | 7.73% | NA | … | … |
Data as of 06/17/2026, Common starting date is 04/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCMAX (OCM MUTUAL FUND OCM GOLD FUND – ADVISOR CLASS) | 04/05/2010 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.06 | 64.90 | 53.42 | 22.22 | 17.33 | 7.73 | NA | … | … | 4.69 | 168.37 | 23.86 | 4.82 | -17.32 | -10.06 | 44.95 | 58.42 | -13.25 | 10.54 | 51.69 | -23.82 | -4.24 | -47.36 | -9.48 | -15.55 | 35.60 |
| Sharpe Ratio | NA | 1.27 | 1.31 | 0.46 | 0.44 | NA | NA | … | … | -0.15 | 5.04 | 0.68 | 0.04 | -0.46 | -0.33 | 0.96 | 2.25 | -0.60 | 0.40 | 1.18 | -0.62 | -0.12 | -1.13 | -0.32 | -0.48 | 1.92 |
| Standard Deviation(%) | NA | 40.59 | 34.22 | 34.72 | 33.91 | NA | NA | … | … | 49.53 | 33.06 | 29.57 | 28.97 | 40.78 | 30.97 | 46.38 | 25.30 | 24.63 | 24.70 | 43.70 | 38.53 | 36.77 | 41.99 | 29.89 | 32.30 | 25.99 |
| Draw Down(%) | NA | 31.28 | 31.28 | 44.75 | 45.68 | NA | NA | … | … | 31.28 | 15.70 | 23.97 | 30.20 | 44.05 | 28.22 | 36.33 | 16.15 | 29.75 | 18.42 | 38.08 | 40.78 | 37.10 | 50.38 | 32.67 | 25.34 | 12.79 |
| Yield(%) | 0.00 | 8.78 | 7.48 | 3.39 | 5.27 | 2.46 | 2.54 | … | … | 0.00 | 14.44 | 3.61 | 0.00 | 0.00 | 0.00 | 1.58 | 8.43 | 16.66 | 6.67 | 22.90 | 0.04 | 5.32 | 0.00 | 1.91 | 3.54 | 10.78 |
Data as of 06/17/2026, Common starting date is 04/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCMAX (OCM MUTUAL FUND OCM GOLD FUND – ADVISOR CLASS) |
-31.07%
Sep 2012 – Sep 2015 |
-21.74%
Dec 2010 – Dec 2015 |
-3.32%
Oct 2012 – Oct 2022 |
4.45%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCMAX (OCM MUTUAL FUND OCM GOLD FUND – ADVISOR CLASS) |
68.61%
Feb 2023 – Feb 2026 |
31.05%
Feb 2021 – Feb 2026 |
24.76%
Jan 2016 – Jan 2026 |
8.52%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart