OASGX Mutual Fund

OASGX Mutual Fund

NAV$14.07
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Returns Overview

1 Month
-7.52%
3 Months
+5.86%
6 Months
+9.62%
YTD
+11.74%
1 Year
+22.86%
3 Years (annualized)
+10.84%
5 Years (annualized)
+3.39%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+15.31%
vs Peers
-3.57%

OASGX Mutual Fund Performance

OASGX performance across multiple time periods: 1-month -7.52%, YTD 11.74%, 1-year 22.86%, 3-year 10.84%, 5-year 3.39%, 10-year 12.07%.

OASGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

OASGX vs another fund shows side-by-side returns. OASGX alternatives are available in the Mutual Fund Screener.