OSGIX Mutual Fund

OSGIX Mutual Fund

NAV$38.75
See how much of OSGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.72%
3 Months
-3.25%
6 Months
+2.15%
YTD
+2.55%
1 Year
+1.45%
3 Years (annualized)
+10.59%
5 Years (annualized)
+2.29%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+9.89%
vs Peers
-7.34%

OSGIX Mutual Fund Performance

OSGIX performance across multiple time periods: 1-month 0.72%, YTD 2.55%, 1-year 1.45%, 3-year 10.59%, 5-year 2.29%, 10-year 12.00%.

OSGIX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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