OOSYX Mutual Fund

NAV$6.22

Returns Overview

1 Month
+0.48%
3 Months
+1.44%
6 Months
+0.96%
YTD
+1.27%
1 Year
+4.04%
3 Years (annualized)
+7.10%
5 Years (annualized)
+5.63%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OOSYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Custom Invesco Senior Floating Rate Index
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+3.23%
vs Peers
-1.95%

OOSYX Mutual Fund Performance

OOSYX performance across multiple time periods: 1-month 0.48%, YTD 1.27%, 1-year 4.04%, 3-year 7.10%, 5-year 5.63%, 10-year 4.15%.

OOSYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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