OSMNX Mutual Fund

NAV$34.68

Returns Overview

1 Month
-1.54%
3 Months
+4.56%
6 Months
+0.16%
YTD
-0.22%
1 Year
-1.35%
3 Years (annualized)
+3.67%
5 Years (annualized)
-2.56%
10 Years (annualized)
+6.14%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+9.16%
vs Peers
-9.38%

OSMNX Mutual Fund Performance

OSMNX performance across multiple time periods: 1-month -1.54%, YTD -0.22%, 1-year -1.35%, 3-year 3.67%, 5-year -2.56%, 10-year 6.14%.

OSMNX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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