OMSIX Mutual Fund

OMSIX Mutual Fund

NAV$67.51
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Returns Overview

1 Month
+0.62%
3 Months
+4.56%
6 Months
+6.30%
YTD
+6.85%
1 Year
+13.77%
3 Years (annualized)
+16.72%
5 Years (annualized)
+10.51%
10 Years (annualized)
+12.75%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+9.41%
vs Peers
-2.56%

OMSIX Mutual Fund Performance

OMSIX performance across multiple time periods: 1-month 0.62%, YTD 6.85%, 1-year 13.77%, 3-year 16.72%, 5-year 10.51%, 10-year 12.75%.

OMSIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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