OOSCX Mutual Fund

OOSCX Mutual Fund

NAV$6.15
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Returns Overview

1 Month
+0.40%
3 Months
+1.03%
6 Months
+2.23%
YTD
+1.57%
1 Year
+2.16%
3 Years (annualized)
+5.39%
5 Years (annualized)
+4.56%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OOSCX 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
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📉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
Custom Invesco Senior Floating Rate Index
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+2.15%
vs Peers
-0.58%

OOSCX Mutual Fund Performance

OOSCX performance across multiple time periods: 1-month 0.40%, YTD 1.57%, 1-year 2.16%, 3-year 5.39%, 5-year 4.56%, 10-year 2.93%.

OOSCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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