OSMAX Mutual Fund

OSMAX Mutual Fund

NAV$38.11
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Returns Overview

1 Month
+5.81%
3 Months
+5.84%
6 Months
+3.40%
YTD
+5.73%
1 Year
+7.86%
3 Years (annualized)
+5.87%
5 Years (annualized)
-1.84%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMAX 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
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📉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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+8.67%
vs Peers
-2.94%

OSMAX Mutual Fund Performance

OSMAX performance across multiple time periods: 1-month 5.81%, YTD 5.73%, 1-year 7.86%, 3-year 5.87%, 5-year -1.84%, 10-year 6.73%.

OSMAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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