OSMCX Mutual Fund

OSMCX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
+3.93%
3 Months
+8.18%
6 Months
+5.73%
YTD
+9.41%
1 Year
+9.39%
3 Years (annualized)
+7.94%
5 Years (annualized)
-2.49%
10 Years (annualized)
+6.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMCX 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
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+9.98%
vs Peers
-0.57%

OSMCX Mutual Fund Performance

OSMCX performance across multiple time periods: 1-month 3.93%, YTD 9.41%, 1-year 9.39%, 3-year 7.94%, 5-year -2.49%, 10-year 6.35%.

OSMCX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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