OSCAX Mutual Fund

OSCAX Mutual Fund

NAV$26.23
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Returns Overview

1 Month
-2.32%
3 Months
+5.97%
6 Months
+11.72%
YTD
+16.58%
1 Year
+25.17%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.94%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.58%
Peer Avg (YTD)
+15.31%
vs Peers
+1.27%

OSCAX Mutual Fund Performance

OSCAX performance across multiple time periods: 1-month -2.32%, YTD 16.58%, 1-year 25.17%, 3-year 13.47%, 5-year 7.94%, 10-year 11.03%.

OSCAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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