OSCCX Mutual Fund

OSCCX Mutual Fund

NAV$23.33
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Returns Overview

1 Month
-2.39%
3 Months
+5.78%
6 Months
+11.28%
YTD
+16.02%
1 Year
+24.19%
3 Years (annualized)
+12.63%
5 Years (annualized)
+7.13%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCCX 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
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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)
+16.02%
Peer Avg (YTD)
+15.31%
vs Peers
+0.71%

OSCCX Mutual Fund Performance

OSCCX performance across multiple time periods: 1-month -2.39%, YTD 16.02%, 1-year 24.19%, 3-year 12.63%, 5-year 7.13%, 10-year 10.19%.

OSCCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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