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Optimum Large Cap Growth C (OCLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.69+0.13 (+0.89%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.18%
5-year average return12.91%
Number of years up15
Number of years down5
Best 1-yr total return (2 July 2024)39.78%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return39.78%
Worst 3-yr total return-0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOCLGXCategory
YTD21.39%12.38%
1-month6.45%5.09%
3-month8.30%10.28%
1-year31.58%41.70%
3-year4.95%22.56%
5-year12.85%21.98%
10-year12.37%15.99%
Last bull market29.79%25.99%
Last bear market-24.37%-17.29%

Annual total return (%) history

Year
OCLGXCategory
2024
N/AN/A
2023
39.78%N/A
2022
-35.36%N/A
2021
16.53%N/A
2020
32.62%35.86%
2019
30.08%31.90%
2018
-1.95%-2.09%
2017
31.24%27.67%
2016
-0.18%3.23%
2015
7.08%3.60%
2014
10.12%10.00%
2013
35.61%33.92%
2012
14.94%15.34%
2011
-2.50%-2.46%
2010
14.53%15.53%
2009
39.37%35.68%
2008
-43.88%-40.67%
2007
10.04%13.35%
2006
8.21%7.05%
2005
5.37%6.71%
2004
10.97%7.81%
2003
N/A28.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.09%8.30%N/AN/A
202314.23%12.89%-4.49%13.49%
2022-12.71%-24.37%-4.39%2.41%
20210.00%10.55%-0.51%5.95%
2020-15.29%26.60%12.18%10.24%
201915.64%4.17%-1.19%9.29%
20182.38%5.27%5.98%-14.15%
201710.77%6.08%5.09%6.28%
2016-4.58%-0.75%6.65%-1.17%
20155.32%0.78%-6.56%7.97%
2014-0.39%4.42%1.81%4.00%
20138.69%1.71%10.29%11.23%
201216.59%-5.50%5.82%-1.42%
20115.63%-0.08%-15.92%9.87%
20104.20%-12.77%12.50%12.01%
2009-3.99%16.94%16.01%7.01%
2008-12.97%1.93%-15.97%-24.70%
20070.34%6.26%4.93%-1.64%
20063.28%-4.01%2.61%6.38%
2005-4.89%3.03%3.62%3.78%
20041.49%0.10%-1.36%10.73%
20038.81%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month27
3-month18
1-year44
3-year71
5-year76

Load adjusted returns

1-year30.58%
3-year4.95%
5-year12.85%
10-year12.37%