OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$38.73
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Returns Overview

1 Month
+5.86%
3 Months
+5.92%
6 Months
+3.53%
YTD
+5.89%
1 Year
+8.15%
3 Years (annualized)
+6.12%
5 Years (annualized)
-1.60%
10 Years (annualized)
+6.99%

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)
+5.89%
Peer Avg (YTD)
+8.67%
vs Peers
-2.78%

OSMYX Mutual Fund Performance

OSMYX performance across multiple time periods: 1-month 5.86%, YTD 5.89%, 1-year 8.15%, 3-year 6.12%, 5-year -1.60%, 10-year 6.99%.

OSMYX returns trail the peer average of 8.67% 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.