OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$37.28
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Returns Overview

1 Month
+1.47%
3 Months
+1.64%
6 Months
+7.65%
YTD
+7.62%
1 Year
+8.74%
3 Years (annualized)
+12.43%
5 Years (annualized)
-2.03%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMYX 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)
+7.62%
Peer Avg (YTD)
+7.47%
vs Peers
+0.15%

OSMYX Mutual Fund Performance

OSMYX performance across multiple time periods: 1-month 1.47%, YTD 7.62%, 1-year 8.74%, 3-year 12.43%, 5-year -2.03%, 10-year 6.98%.

OSMYX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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