OSIYX Mutual Fund

OSIYX Mutual Fund

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Returns Overview

1 Month
+0.81%
3 Months
-0.13%
6 Months
-2.92%
YTD
-1.09%
1 Year
+1.78%
3 Years (annualized)
+6.49%
5 Years (annualized)
+1.76%
10 Years (annualized)
+2.20%

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
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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)
-1.09%
Peer Avg (YTD)
+0.20%
vs Peers
-1.29%

OSIYX Mutual Fund Performance

OSIYX performance across multiple time periods: 1-month 0.81%, YTD -1.09%, 1-year 1.78%, 3-year 6.49%, 5-year 1.76%, 10-year 2.20%.

OSIYX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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