OSGCX Mutual Fund

OSGCX Mutual Fund

NAV$10.46
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Returns Overview

1 Month
-1.68%
3 Months
-2.37%
6 Months
+12.55%
YTD
+17.67%
1 Year
+22.68%
3 Years (annualized)
+12.21%
5 Years (annualized)
+0.11%
10 Years (annualized)
+11.02%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.67%
Peer Avg (YTD)
+15.20%
vs Peers
+2.47%

OSGCX Mutual Fund Performance

OSGCX performance across multiple time periods: 1-month -1.68%, YTD 17.67%, 1-year 22.68%, 3-year 12.21%, 5-year 0.11%, 10-year 11.02%.

OSGCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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