OMSYX Mutual Fund

OMSYX Mutual Fund

NAV$33.67
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Returns Overview

1 Month
-2.17%
3 Months
-0.35%
6 Months
+3.45%
YTD
+6.85%
1 Year
+6.90%
3 Years (annualized)
+22.78%
5 Years (annualized)
+11.21%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSYX 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)
+6.85%
Peer Avg (YTD)
+7.13%
vs Peers
-0.28%

OMSYX Mutual Fund Performance

OMSYX performance across multiple time periods: 1-month -2.17%, YTD 6.85%, 1-year 6.90%, 3-year 22.78%, 5-year 11.21%, 10-year 14.01%.

OMSYX returns trail the peer average of 7.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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