Nasdaq - Delayed Quote USD

OCM Gold Investor (OCMGX)

17.00
+0.25
+(1.49%)
At close: 8:04:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 40.99%
5y Average Return 10.31%
Number of Years Up 17
Number of Years Down 19
Best 1Y Total Return (May 14, 2025) 56.88%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 56.88%
Worst 3Y Total Return -27.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OCMGX
Category
YTD
46.46%
-4.69%
1-Month
6.68%
-11.76%
3-Month
28.22%
6.45%
1-Year
60.82%
11.83%
3-Year
14.24%
16.23%
5-Year
13.21%
5.29%
10-Year
12.44%
-4.43%
Last Bull Market
22.05%
-13.05%
Last Bear Market
-27.27%
-16.06%

Annual Total Return (%) History

Year
OCMGX
Category
2025
--
--
2024
23.22%
--
2023
4.21%
--
2022
-17.71%
--
2021
-9.66%
--
2020
44.30%
34.38%
2019
56.88%
38.98%
2018
-13.70%
-17.80%

2017
9.66%
11.33%
2016
50.38%
54.81%
2015
-24.25%
-23.25%
2014
-4.89%
-10.03%
2013
-47.61%
-48.80%
2012
-9.96%
-9.20%
2011
-15.81%
-20.68%
2010
40.37%
41.56%
2009
50.98%
52.56%
2008
-26.56%
-29.85%
2007
23.45%
23.19%
2006
36.64%
31.64%
2005
25.99%
30.81%
2004
-13.59%
-8.21%
2003
48.31%
57.15%
2002
93.25%
63.93%
2001
31.10%
19.57%
2000
-21.14%
-16.92%
1999
-2.47%
6.16%
1998
-6.73%
-10.42%
1997
-37.50%
-41.17%
1996
45.71%
10.15%
1995
-5.78%
3.94%
1994
-50.25%
-10.75%
1993
20.71%
80.47%
1992
-29.12%
-15.92%
1991
-7.05%
-3.41%
1990
-13.86%
-22.95%
1989
14.55%
27.67%
1988
--
-14.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 37.29% -- -- --
2024 5.56% 9.00% 29.94% -17.58%
2023 11.79% -9.89% -12.54% 18.28%
2022 13.33% -27.27% -10.82% 11.95%
2021 -12.76% 11.35% -16.00% 10.72%
2020 -23.31% 72.48% 9.52% -0.39%
2019 6.81% 16.24% 7.57% 17.47%
2018 -4.80% 0.69% -17.77% 9.49%
2017 11.48% -5.10% 0.84% 2.79%
2016 45.23% 36.48% 0.35% -24.39%

2015 -2.72% -3.23% -19.13% -0.50%
2014 15.44% 14.10% -19.84% -9.92%
2013 -16.62% -33.90% 9.55% -13.24%
2012 -2.66% -12.65% 24.67% -15.06%
2011 -2.63% -7.14% -0.61% -6.32%
2010 -0.98% 14.07% 11.71% 11.25%
2009 11.80% 4.81% 19.76% 7.60%
2008 2.41% 3.81% -31.37% 0.66%
2007 -0.72% 0.11% 18.28% 5.02%
2006 23.26% 3.86% -8.09% 16.12%
2005 -5.89% -0.74% 18.35% 13.96%
2004 -2.47% -20.67% 15.09% -2.97%
2003 -9.63% 9.48% 21.50% 23.38%
2002 39.67% 15.96% 4.42% 14.27%
2001 0.80% 20.21% 10.18% -1.81%
2000 -10.57% 0.95% -11.48% -1.32%
1999 -4.33% -2.16% 19.60% -12.89%
1998 10.77% -13.89% 8.27% -9.68%
1997 -6.97% -10.98% 9.00% -30.76%
1996 67.43% -8.37% -4.00% -1.07%
1995 -8.42% 3.24% 4.36% -4.52%
1994 -14.61% -24.42% -4.20% -19.52%
1993 7.83% 16.82% -13.53% 10.83%
1992 -13.47% 6.16% -4.35% -19.33%
1991 -2.80% 6.51% -11.66% 1.64%
1990 -1.92% -1.17% -4.41% -7.03%
1989 2.09% 0.24% 1.68% 10.09%
1988 -2.11% -8.22% -1.26% --

Rank in Category (By Total Return)

YTD 23
1-Month 61
3-Month 29
1-Year 15
3-Year 19
5-Year 7

Load Adjusted Returns

1-Year 53.58%
3-Year 12.50%
5-Year 12.17%
10-Year 11.92%

Performance & Risk

YTD Return 40.99%
5y Average Return 10.31%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Equity Precious Metals
Fund Family OCM
Net Assets 98.01M
YTD Return 46.46%
Yield 1.49%
Morningstar Rating
Inception Date Mar 31, 2010

Fund Summary

The fund principally invests (normally at least 80% of its net assets, plus borrowings for investment purposes) in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. The fund is non-diversified.

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