OMSCX Mutual Fund

NAV$27.18

Returns Overview

1 Month
+0.37%
3 Months
+16.23%
6 Months
+8.25%
YTD
+7.90%
1 Year
+18.69%
3 Years (annualized)
+19.48%
5 Years (annualized)
+10.20%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+9.57%
vs Peers
-1.68%

OMSCX Mutual Fund Performance

OMSCX performance across multiple time periods: 1-month 0.37%, YTD 7.90%, 1-year 18.69%, 3-year 19.48%, 5-year 10.20%, 10-year 12.45%.

OMSCX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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