OSCYX Mutual Fund

NAV$26.99

Returns Overview

1 Month
+6.77%
3 Months
+20.70%
6 Months
+19.47%
YTD
+18.20%
1 Year
+28.54%
3 Years (annualized)
+16.45%
5 Years (annualized)
+8.54%
10 Years (annualized)
+12.10%

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
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)
+18.20%
Peer Avg (YTD)
+18.52%
vs Peers
-0.32%

OSCYX Mutual Fund Performance

OSCYX performance across multiple time periods: 1-month 6.77%, YTD 18.20%, 1-year 28.54%, 3-year 16.45%, 5-year 8.54%, 10-year 12.10%.

OSCYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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