OSPMX Mutual Fund

OSPMX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
+3.42%
3 Months
+9.61%
6 Months
+12.65%
YTD
+28.12%
1 Year
+30.72%
3 Years (annualized)
+23.06%
5 Years (annualized)
+22.42%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPMX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+28.12%
Peer Avg (YTD)
+25.30%
vs Peers
+2.82%

OSPMX Mutual Fund Performance

OSPMX performance across multiple time periods: 1-month 3.42%, YTD 28.12%, 1-year 30.72%, 3-year 23.06%, 5-year 22.42%, 10-year 10.39%.

OSPMX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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