OISGX Mutual Fund

OISGX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
-7.52%
3 Months
+5.93%
6 Months
+9.70%
YTD
+11.80%
1 Year
+23.13%
3 Years (annualized)
+11.09%
5 Years (annualized)
+3.64%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OISGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+15.31%
vs Peers
-3.51%

OISGX Mutual Fund Performance

OISGX performance across multiple time periods: 1-month -7.52%, YTD 11.80%, 1-year 23.13%, 3-year 11.09%, 5-year 3.64%, 10-year 12.35%.

OISGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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