OHSDX Mutual Fund

NAV$9.44

Returns Overview

1 Month
-0.27%
3 Months
+0.34%
6 Months
+2.16%
YTD
+2.16%
1 Year
+5.44%
3 Years (annualized)
+4.26%
5 Years (annualized)
+2.20%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OHSDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch US Corp./Govt. 1-3 Years Bond Index(^IBMLUCG3YB)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+2.93%
vs Peers
-0.77%

OHSDX Mutual Fund Performance

OHSDX performance across multiple time periods: 1-month -0.27%, YTD 2.16%, 1-year 5.44%, 3-year 4.26%, 5-year 2.20%, 10-year 2.26%.

OHSDX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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