OISGX Mutual Fund

OISGX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
-0.89%
3 Months
-1.89%
6 Months
+3.94%
YTD
+8.40%
1 Year
+10.92%
3 Years (annualized)
+17.03%
5 Years (annualized)
+2.14%
10 Years (annualized)
+12.62%

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)
+8.40%
Peer Avg (YTD)
+12.21%
vs Peers
-3.81%

OISGX Mutual Fund Performance

OISGX performance across multiple time periods: 1-month -0.89%, YTD 8.40%, 1-year 10.92%, 3-year 17.03%, 5-year 2.14%, 10-year 12.62%.

OISGX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.19%, 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.