OMSCX Mutual Fund

OMSCX Mutual Fund

NAV$26.86
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Returns Overview

1 Month
-1.19%
3 Months
+3.56%
6 Months
+5.88%
YTD
+6.61%
1 Year
+14.31%
3 Years (annualized)
+18.11%
5 Years (annualized)
+10.97%
10 Years (annualized)
+11.99%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+8.62%
vs Peers
-2.01%

OMSCX Mutual Fund Performance

OMSCX performance across multiple time periods: 1-month -1.19%, YTD 6.61%, 1-year 14.31%, 3-year 18.11%, 5-year 10.97%, 10-year 11.99%.

OMSCX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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