OSICX Mutual Fund

NAV$3.14

Returns Overview

1 Month
-0.86%
3 Months
+2.53%
6 Months
-2.23%
YTD
-2.23%
1 Year
+1.68%
3 Years (annualized)
+5.41%
5 Years (annualized)
+0.95%
10 Years (annualized)
+1.53%

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
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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-2.23%
Peer Avg (YTD)
+0.99%
vs Peers
-3.22%

OSICX Mutual Fund Performance

OSICX performance across multiple time periods: 1-month -0.86%, YTD -2.23%, 1-year 1.68%, 3-year 5.41%, 5-year 0.95%, 10-year 1.53%.

OSICX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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