OSIIX Mutual Fund

OSIIX Mutual Fund

NAV$3.00
See how much of OSIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.82%
3 Months
-0.42%
6 Months
-3.17%
YTD
-1.03%
1 Year
+1.87%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.17%
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
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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+0.20%
vs Peers
-1.23%

OSIIX Mutual Fund Performance

OSIIX performance across multiple time periods: 1-month 0.82%, YTD -1.03%, 1-year 1.87%, 3-year 6.60%, 5-year 2.17%, 10-year 2.50%.

OSIIX returns trail the peer average of 0.20% 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.