OSMNX Mutual Fund

OSMNX Mutual Fund

NAV$35.36
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Returns Overview

1 Month
+5.77%
3 Months
+5.74%
6 Months
+3.26%
YTD
+5.54%
1 Year
+7.57%
3 Years (annualized)
+4.99%
5 Years (annualized)
-2.48%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMNX 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)
+5.54%
Peer Avg (YTD)
+8.67%
vs Peers
-3.13%

OSMNX Mutual Fund Performance

OSMNX performance across multiple time periods: 1-month 5.77%, YTD 5.54%, 1-year 7.57%, 3-year 4.99%, 5-year -2.48%, 10-year 6.21%.

OSMNX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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