OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$38.27
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Returns Overview

1 Month
-1.51%
3 Months
+4.67%
6 Months
+0.40%
YTD
+0.03%
1 Year
-0.87%
3 Years (annualized)
+4.23%
5 Years (annualized)
-2.00%
10 Years (annualized)
+6.71%

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
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📉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)
+0.03%
Peer Avg (YTD)
+9.16%
vs Peers
-9.13%

OSMYX Mutual Fund Performance

OSMYX performance across multiple time periods: 1-month -1.51%, YTD 0.03%, 1-year -0.87%, 3-year 4.23%, 5-year -2.00%, 10-year 6.71%.

OSMYX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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