OSPAX Mutual Fund

OSPAX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+3.63%
3 Months
+9.73%
6 Months
+11.75%
YTD
+26.24%
1 Year
+28.27%
3 Years (annualized)
+25.28%
5 Years (annualized)
+24.68%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPAX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+26.24%
Peer Avg (YTD)
+25.30%
vs Peers
+0.93%

OSPAX Mutual Fund Performance

OSPAX performance across multiple time periods: 1-month 3.63%, YTD 26.24%, 1-year 28.27%, 3-year 25.28%, 5-year 24.68%, 10-year 9.45%.

OSPAX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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