OOSAX Mutual Fund

NAV$6.23

Returns Overview

1 Month
+0.46%
3 Months
+1.37%
6 Months
+0.83%
YTD
+1.15%
1 Year
+3.78%
3 Years (annualized)
+6.78%
5 Years (annualized)
+5.42%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OOSAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Custom Invesco Senior Floating Rate Index
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+3.23%
vs Peers
-2.08%

OOSAX Mutual Fund Performance

OOSAX performance across multiple time periods: 1-month 0.46%, YTD 1.15%, 1-year 3.78%, 3-year 6.78%, 5-year 5.42%, 10-year 3.90%.

OOSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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