OSPAX Mutual Fund

NAV$10.86

Returns Overview

1 Month
+1.77%
3 Months
+1.48%
6 Months
+17.98%
YTD
+17.08%
1 Year
+18.36%
3 Years (annualized)
+24.95%
5 Years (annualized)
+21.38%
10 Years (annualized)
+8.79%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+17.08%
Peer Avg (YTD)
+14.02%
vs Peers
+3.06%

OSPAX Mutual Fund Performance

OSPAX performance across multiple time periods: 1-month 1.77%, YTD 17.08%, 1-year 18.36%, 3-year 24.95%, 5-year 21.38%, 10-year 8.79%.

OSPAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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