OSCBX Mutual Fund

OSCBX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
+4.44%
3 Months
+2.17%
6 Months
+0.63%
YTD
+5.13%
1 Year
+19.91%
3 Years (annualized)
+20.36%
5 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCBX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
+11.12%
vs Peers
-5.99%

OSCBX Mutual Fund Performance

OSCBX performance across multiple time periods: 1-month 4.44%, YTD 5.13%, 1-year 19.91%, 3-year 20.36%, 5-year 10.16%.

OSCBX returns trail the peer average of 11.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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