OMSOX Mutual Fund

NAV$33.41

Returns Overview

1 Month
+0.43%
3 Months
+16.46%
6 Months
+8.65%
YTD
+8.33%
1 Year
+19.61%
3 Years (annualized)
+20.39%
5 Years (annualized)
+12.44%
10 Years (annualized)
+14.01%

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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+9.57%
vs Peers
-1.24%

OMSOX Mutual Fund Performance

OMSOX performance across multiple time periods: 1-month 0.43%, YTD 8.33%, 1-year 19.61%, 3-year 20.39%, 5-year 12.44%, 10-year 14.01%.

OMSOX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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