| OCMGX | |
|---|---|
| Total return | +360.64% |
| Annualised (CAGR) | +16.51% |
| Volatility (annualised) | +34.99% |
| Sharpe (rf = 0) | 0.47 |
| Deepest drawdown | -45.55% |
| Drawdown peak → trough | 2021-06-10 → 2022-09-27 |
| Dividend yield (12m distributions) | 5.93% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +360.64% in total (+16.51% a year), with a deepest drawdown of -45.55% from 2021-06-10 to 2022-09-27. Its worst calendar year was 2016 (-23.00%), its best 2025 (+166.69%).
| Year | OCMGX |
|---|---|
| 2026 | +9.68% |
| 2025 | +166.69% |
| 2024 | +23.22% |
| 2023 | +4.21% |
| 2022 | -17.71% |
| 2021 | -9.66% |
| 2020 | +44.30% |
| 2019 | +56.88% |
| 2018 | -13.70% |
| 2017 | +9.66% |
| 2016 | -23.00% |
+360.64% in total, which works out to +16.51% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2016 — its calendar-year return was -23.00% (net of fees, dividends reinvested). Its best year was 2025 (+166.69%).
-45.55%, from a peak on 2021-06-10 to a trough on 2022-09-27. From that trough it took 693 days (about 22.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.93% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say OCMGX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -45.55% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.