OSMCX Mutual Fund

NAV$31.22

Returns Overview

1 Month
-1.57%
3 Months
+4.41%
6 Months
-0.10%
YTD
-0.45%
1 Year
-1.86%
3 Years (annualized)
+3.10%
5 Years (annualized)
-3.09%
10 Years (annualized)
+5.59%

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
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)
-0.45%
Peer Avg (YTD)
+9.16%
vs Peers
-9.61%

OSMCX Mutual Fund Performance

OSMCX performance across multiple time periods: 1-month -1.57%, YTD -0.45%, 1-year -1.86%, 3-year 3.10%, 5-year -3.09%, 10-year 5.59%.

OSMCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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