OMSOX Mutual Fund

OMSOX Mutual Fund

NAV$32.20
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Returns Overview

1 Month
-2.20%
3 Months
-0.43%
6 Months
+3.32%
YTD
+6.65%
1 Year
+6.64%
3 Years (annualized)
+22.48%
5 Years (annualized)
+10.93%
10 Years (annualized)
+15.65%

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
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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)
+6.65%
Peer Avg (YTD)
+7.13%
vs Peers
-0.48%

OMSOX Mutual Fund Performance

OMSOX performance across multiple time periods: 1-month -2.20%, YTD 6.65%, 1-year 6.64%, 3-year 22.48%, 5-year 10.93%, 10-year 15.65%.

OMSOX returns trail the peer average of 7.13% 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.