OMSNX Mutual Fund

OMSNX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-1.16%
3 Months
+3.69%
6 Months
+6.14%
YTD
+6.92%
1 Year
+14.86%
3 Years (annualized)
+18.70%
5 Years (annualized)
+11.53%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSNX 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)
+6.92%
Peer Avg (YTD)
+8.62%
vs Peers
-1.70%

OMSNX Mutual Fund Performance

OMSNX performance across multiple time periods: 1-month -1.16%, YTD 6.92%, 1-year 14.86%, 3-year 18.70%, 5-year 11.53%, 10-year 13.27%.

OMSNX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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