OSMAX Mutual Fund

NAV$38.71

Returns Overview

1 Month
-1.52%
3 Months
+4.61%
6 Months
+0.28%
YTD
-0.08%
1 Year
-1.11%
3 Years (annualized)
+3.99%
5 Years (annualized)
-2.28%
10 Years (annualized)
+6.43%

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
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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+9.16%
vs Peers
-9.25%

OSMAX Mutual Fund Performance

OSMAX performance across multiple time periods: 1-month -1.52%, YTD -0.08%, 1-year -1.11%, 3-year 3.99%, 5-year -2.28%, 10-year 6.43%.

OSMAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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