OSICX Mutual Fund

OSICX Mutual Fund

NAV$3.13
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Returns Overview

1 Month
-0.24%
3 Months
-0.08%
6 Months
-3.44%
YTD
-2.47%
1 Year
+2.94%
3 Years (annualized)
+4.85%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSICX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-2.47%
Peer Avg (YTD)
+0.25%
vs Peers
-2.71%

OSICX Mutual Fund Performance

OSICX performance across multiple time periods: 1-month -0.24%, YTD -2.47%, 1-year 2.94%, 3-year 4.85%, 5-year 1.04%, 10-year 1.35%.

OSICX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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