OFSFX Mutual Fund

OFSFX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
+4.97%
3 Months
+3.08%
6 Months
+11.14%
YTD
+9.30%
1 Year
+26.90%
3 Years (annualized)
+11.07%
5 Years (annualized)
+0.99%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFSFX 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
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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)
+9.30%
Peer Avg (YTD)
+12.17%
vs Peers
-2.87%

OFSFX Mutual Fund Performance

OFSFX performance across multiple time periods: 1-month 4.97%, YTD 9.30%, 1-year 26.90%, 3-year 11.07%, 5-year 0.99%, 10-year 8.50%.

OFSFX returns trail the peer average of 12.17% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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