OMSOX Mutual Fund

OMSOX Mutual Fund

NAV$33.62
See how much of OMSOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.03%
3 Months
+0.67%
6 Months
+17.24%
YTD
+9.05%
1 Year
+11.49%
3 Years (annualized)
+20.51%
5 Years (annualized)
+11.76%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+8.67%
vs Peers
+0.38%

OMSOX Mutual Fund Performance

OMSOX performance across multiple time periods: 1-month -0.03%, YTD 9.05%, 1-year 11.49%, 3-year 20.51%, 5-year 11.76%, 10-year 13.93%.

OMSOX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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