OMSIX Mutual Fund

NAV$68.22

Returns Overview

1 Month
+0.47%
3 Months
+14.40%
6 Months
+6.48%
YTD
+6.19%
1 Year
+15.18%
3 Years (annualized)
+17.25%
5 Years (annualized)
+10.79%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+9.51%
vs Peers
-3.32%

OMSIX Mutual Fund Performance

OMSIX performance across multiple time periods: 1-month 0.47%, YTD 6.19%, 1-year 15.18%, 3-year 17.25%, 5-year 10.79%, 10-year 13.02%.

OMSIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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