OOSNX Mutual Fund

OOSNX Mutual Fund

NAV$6.14
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Returns Overview

1 Month
+0.44%
3 Months
+1.32%
6 Months
+2.48%
YTD
+1.91%
1 Year
+2.83%
3 Years (annualized)
+5.99%
5 Years (annualized)
+5.13%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OOSNX 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)
+1.91%
Peer Avg (YTD)
+2.15%
vs Peers
-0.24%

OOSNX Mutual Fund Performance

OOSNX performance across multiple time periods: 1-month 0.44%, YTD 1.91%, 1-year 2.83%, 3-year 5.99%, 5-year 5.13%, 10-year 3.85%.

OOSNX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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