OSIYX Mutual Fund

NAV$3.14

Returns Overview

1 Month
-0.78%
3 Months
+2.79%
6 Months
-2.03%
YTD
-1.73%
1 Year
+2.71%
3 Years (annualized)
+6.47%
5 Years (annualized)
+1.67%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSIYX 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)
-1.73%
Peer Avg (YTD)
+0.99%
vs Peers
-2.72%

OSIYX Mutual Fund Performance

OSIYX performance across multiple time periods: 1-month -0.78%, YTD -1.73%, 1-year 2.71%, 3-year 6.47%, 5-year 1.67%, 10-year 2.41%.

OSIYX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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