OSINX Mutual Fund

NAV$3.15

Returns Overview

1 Month
-0.82%
3 Months
+2.66%
6 Months
-1.97%
YTD
-1.97%
1 Year
+2.20%
3 Years (annualized)
+5.94%
5 Years (annualized)
+1.21%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSINX 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)
-1.97%
Peer Avg (YTD)
+0.99%
vs Peers
-2.96%

OSINX Mutual Fund Performance

OSINX performance across multiple time periods: 1-month -0.82%, YTD -1.97%, 1-year 2.20%, 3-year 5.94%, 5-year 1.21%, 10-year 1.92%.

OSINX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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