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Optimum Small-Mid Cap Growth C (OCSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.55-0.01 (-0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.03%
5-year average return8.93%
Number of years up15
Number of years down5
Best 1-yr total return (27 Jun 2024)55.64%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return55.64%
Worst 3-yr total return-3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOCSGXCategory
YTD7.03%12.40%
1-month4.63%3.37%
3-month-0.30%4.88%
1-year16.55%55.69%
3-year-3.48%19.34%
5-year10.56%20.72%
10-year8.58%13.98%
Last bull market27.81%27.85%
Last bear market-18.85%-24.06%

Annual total return (%) history

Year
OCSGXCategory
2024
N/AN/A
2023
12.71%N/A
2022
-28.74%N/A
2021
11.45%N/A
2020
55.64%38.62%
2019
24.48%27.68%
2018
-4.27%-5.76%
2017
26.40%21.50%
2016
1.72%11.20%
2015
-6.28%-2.41%
2014
3.07%2.44%
2013
36.47%40.91%
2012
16.05%13.15%
2011
-6.06%-3.55%
2010
20.90%26.98%
2009
35.01%35.46%
2008
-45.12%-41.55%
2007
4.35%7.59%
2006
7.51%10.81%
2005
4.64%6.02%
2004
15.75%12.41%
2003
N/A45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.64%N/AN/AN/A
20236.26%5.89%-7.20%7.94%
2022-12.19%-18.85%-0.78%0.81%
20214.68%4.10%-2.36%4.75%
2020-21.68%36.16%12.73%29.47%
201917.38%3.11%-6.38%9.86%
20184.23%7.66%9.21%-21.88%
20178.83%3.45%5.09%6.84%
2016-8.21%2.71%7.29%0.57%
20154.13%1.08%-12.78%2.08%
2014-0.69%2.98%-5.01%6.11%
201312.16%2.56%10.63%7.23%
201216.49%-5.59%4.14%1.32%
20119.73%0.60%-21.90%8.97%
20107.14%-11.35%10.37%15.34%
2009-11.67%18.59%21.89%5.74%
2008-18.62%2.47%-8.21%-28.31%
20071.78%7.28%-0.07%-4.37%
20069.72%-6.77%-2.23%7.49%
2005-5.29%3.26%5.91%1.02%
20045.74%1.89%-7.26%15.83%
200318.13%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month51
3-month59
1-year63
3-year61
5-year29

Load adjusted returns

1-year15.55%
3-year-3.48%
5-year10.56%
10-year8.58%