OSGCX Mutual Fund

NAV$11.75

Returns Overview

1 Month
+5.44%
3 Months
+28.31%
6 Months
+27.09%
YTD
+25.63%
1 Year
+38.44%
3 Years (annualized)
+14.65%
5 Years (annualized)
+5.48%
10 Years (annualized)
+20.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSGCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.63%
Peer Avg (YTD)
+18.52%
vs Peers
+7.10%

OSGCX Mutual Fund Performance

OSGCX performance across multiple time periods: 1-month 5.44%, YTD 25.63%, 1-year 38.44%, 3-year 14.65%, 5-year 5.48%, 10-year 20.60%.

OSGCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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