OSCCX Mutual Fund

NAV$23.35

Returns Overview

1 Month
+6.64%
3 Months
+20.38%
6 Months
+18.85%
YTD
+17.60%
1 Year
+27.23%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.10%
10 Years (annualized)
+13.80%

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
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)
+17.60%
Peer Avg (YTD)
+18.52%
vs Peers
-0.92%

OSCCX Mutual Fund Performance

OSCCX performance across multiple time periods: 1-month 6.64%, YTD 17.60%, 1-year 27.23%, 3-year 17.53%, 5-year 10.10%, 10-year 13.80%.

OSCCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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