OSIIX Mutual Fund

OSIIX Mutual Fund

NAV$3.12
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Returns Overview

1 Month
-0.14%
3 Months
-0.12%
6 Months
-3.20%
YTD
-1.84%
1 Year
+3.76%
3 Years (annualized)
+5.91%
5 Years (annualized)
+2.11%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSIIX 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)
-1.84%
Peer Avg (YTD)
+0.25%
vs Peers
-2.08%

OSIIX Mutual Fund Performance

OSIIX performance across multiple time periods: 1-month -0.14%, YTD -1.84%, 1-year 3.76%, 3-year 5.91%, 5-year 2.11%, 10-year 2.50%.

OSIIX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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