OOSCX Mutual Fund

NAV$6.24

Returns Overview

1 Month
+0.23%
3 Months
+1.03%
6 Months
+0.30%
YTD
+0.77%
1 Year
+3.01%
3 Years (annualized)
+5.98%
5 Years (annualized)
+4.61%
10 Years (annualized)
+3.08%

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
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)
+0.77%
Peer Avg (YTD)
+3.23%
vs Peers
-2.45%

OOSCX Mutual Fund Performance

OOSCX performance across multiple time periods: 1-month 0.23%, YTD 0.77%, 1-year 3.01%, 3-year 5.98%, 5-year 4.61%, 10-year 3.08%.

OOSCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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