OFSCX Mutual Fund

OFSCX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
+4.90%
3 Months
+2.85%
6 Months
+10.60%
YTD
+8.88%
1 Year
+25.67%
3 Years (annualized)
+9.64%
5 Years (annualized)
-0.20%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFSCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+12.17%
vs Peers
-3.28%

OFSCX Mutual Fund Performance

OFSCX performance across multiple time periods: 1-month 4.90%, YTD 8.88%, 1-year 25.67%, 3-year 9.64%, 5-year -0.20%, 10-year 7.29%.

OFSCX returns trail the peer average of 12.17% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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