OOSCX Mutual Fund

OOSCX Mutual Fund

NAV$6.22
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Returns Overview

1 Month
+0.40%
3 Months
+0.55%
6 Months
+1.10%
YTD
+1.17%
1 Year
+2.19%
3 Years (annualized)
+5.71%
5 Years (annualized)
+4.64%
10 Years (annualized)
+2.98%

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)
+1.17%
Peer Avg (YTD)
+0.12%
vs Peers
+1.05%

OOSCX Mutual Fund Performance

OOSCX performance across multiple time periods: 1-month 0.40%, YTD 1.17%, 1-year 2.19%, 3-year 5.71%, 5-year 4.64%, 10-year 2.98%.

OOSCX returns outperform the peer average of 0.12% 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.