OSIIX Mutual Fund

OSIIX Mutual Fund

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Returns Overview

1 Month
+0.17%
3 Months
-2.73%
6 Months
-3.33%
YTD
-4.99%
1 Year
-2.98%
3 Years (annualized)
+6.33%
5 Years (annualized)
+1.68%
10 Years (annualized)
+1.98%

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)
-4.99%
Peer Avg (YTD)
-0.97%
vs Peers
-4.03%

OSIIX Mutual Fund Performance

OSIIX performance across multiple time periods: 1-month 0.17%, YTD -4.99%, 1-year -2.98%, 3-year 6.33%, 5-year 1.68%, 10-year 1.98%.

OSIIX returns trail the peer average of -0.97% 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.