OSCIX Mutual Fund

OSCIX Mutual Fund

NAV$37.73
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Returns Overview

1 Month
+4.00%
3 Months
+8.46%
6 Months
+6.30%
YTD
+10.17%
1 Year
+10.62%
3 Years (annualized)
+9.18%
5 Years (annualized)
-1.38%
10 Years (annualized)
+7.54%

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
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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 ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+9.98%
vs Peers
+0.20%

OSCIX Mutual Fund Performance

OSCIX performance across multiple time periods: 1-month 4.00%, YTD 10.17%, 1-year 10.62%, 3-year 9.18%, 5-year -1.38%, 10-year 7.54%.

OSCIX returns outperform the peer average of 9.98% 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.