OASGX Mutual Fund

OASGX Mutual Fund

NAV$14.57
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+6.37%
3 Months
+27.48%
6 Months
+20.82%
YTD
+19.38%
1 Year
+35.05%
3 Years (annualized)
+14.70%
5 Years (annualized)
+4.69%
10 Years (annualized)
+13.65%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+18.52%
vs Peers
+0.86%

OASGX Mutual Fund Performance

OASGX performance across multiple time periods: 1-month 6.37%, YTD 19.38%, 1-year 35.05%, 3-year 14.70%, 5-year 4.69%, 10-year 13.65%.

OASGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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