OSPAX Mutual Fund

OSPAX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+5.85%
3 Months
+2.30%
6 Months
+5.34%
YTD
+24.61%
1 Year
+31.43%
3 Years (annualized)
+24.53%
5 Years (annualized)
+22.81%
10 Years (annualized)
+9.76%

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)
+24.61%
Peer Avg (YTD)
+25.52%
vs Peers
-0.91%

OSPAX Mutual Fund Performance

OSPAX performance across multiple time periods: 1-month 5.85%, YTD 24.61%, 1-year 31.43%, 3-year 24.53%, 5-year 22.81%, 10-year 9.76%.

OSPAX returns trail the peer average of 25.52% 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.