OSCIX Mutual Fund

OSCIX Mutual Fund

NAV$38.17
See how much of OSCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
+1.65%
6 Months
+7.69%
YTD
+7.69%
1 Year
+8.86%
3 Years (annualized)
+13.18%
5 Years (annualized)
-1.60%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+7.47%
vs Peers
+0.21%

OSCIX Mutual Fund Performance

OSCIX performance across multiple time periods: 1-month 1.46%, YTD 7.69%, 1-year 8.86%, 3-year 13.18%, 5-year -1.60%, 10-year 7.40%.

OSCIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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