OSCCX Mutual Fund

OSCCX Mutual Fund

NAV$22.12
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Returns Overview

1 Month
+2.01%
3 Months
-4.59%
6 Months
+0.92%
YTD
+9.53%
1 Year
+14.22%
3 Years (annualized)
+17.58%
5 Years (annualized)
+4.97%
10 Years (annualized)
+10.00%

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)
+9.53%
Peer Avg (YTD)
+12.21%
vs Peers
-2.68%

OSCCX Mutual Fund Performance

OSCCX performance across multiple time periods: 1-month 2.01%, YTD 9.53%, 1-year 14.22%, 3-year 17.58%, 5-year 4.97%, 10-year 10.00%.

OSCCX returns trail the peer average of 12.21% 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.