OHSHX Mutual Fund

NAV$8.37

Returns Overview

1 Month
+0.57%
3 Months
+1.70%
6 Months
+2.28%
YTD
+2.17%
1 Year
+6.73%
3 Years (annualized)
+7.28%
5 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OHSHX 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

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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 Bank of America Merrill Lynch 1-5 BB-B US CP High Yield Cstd Total Return USD(JVC4)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+2.93%
vs Peers
-0.76%

OHSHX Mutual Fund Performance

OHSHX performance across multiple time periods: 1-month 0.57%, YTD 2.17%, 1-year 6.73%, 3-year 7.28%, 5-year 4.61%.

OHSHX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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