OSCAX Mutual Fund

NAV$26.50

Returns Overview

1 Month
+6.73%
3 Months
+20.60%
6 Months
+19.35%
YTD
+18.06%
1 Year
+28.26%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.58%
10 Years (annualized)
+13.34%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+18.52%
vs Peers
-0.46%

OSCAX Mutual Fund Performance

OSCAX performance across multiple time periods: 1-month 6.73%, YTD 18.06%, 1-year 28.26%, 3-year 16.15%, 5-year 9.58%, 10-year 13.34%.

OSCAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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