Canada markets closed

Optimum Large Cap Growth C (OCLGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.23+0.01 (+0.08%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.83%
5-Year Average Return11.36%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 9, 2024)39.78%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return39.78%
Worst 3-Yr Total Return-0.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOCLGXCategory
YTD7.19%12.38%
1-Month-4.37%5.09%
3-Month4.45%10.28%
1-Year30.26%41.70%
3-Year1.81%22.56%
5-Year9.92%21.98%
10-Year11.66%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%N/AN/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)

YTD43
1-Month32
3-Month36
1-Year52
3-Year78
5-Year86

Load Adjusted Returns

1-Year29.26%
3-Year1.81%
5-Year9.92%
10-Year11.66%