OSCYX Mutual Fund

OSCYX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
+0.19%
3 Months
+4.50%
6 Months
+8.79%
YTD
+16.93%
1 Year
+18.68%
3 Years (annualized)
+15.09%
5 Years (annualized)
+7.87%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCYX 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)
+16.93%
Peer Avg (YTD)
+15.20%
vs Peers
+1.73%

OSCYX Mutual Fund Performance

OSCYX performance across multiple time periods: 1-month 0.19%, YTD 16.93%, 1-year 18.68%, 3-year 15.09%, 5-year 7.87%, 10-year 11.32%.

OSCYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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