OSPMX Mutual Fund

OSPMX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+4.89%
3 Months
+3.65%
6 Months
+16.35%
YTD
+23.88%
1 Year
+26.18%
3 Years (annualized)
+21.77%
5 Years (annualized)
+21.14%
10 Years (annualized)
+11.19%

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
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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)
+23.88%
Peer Avg (YTD)
+19.98%
vs Peers
+3.90%

OSPMX Mutual Fund Performance

OSPMX performance across multiple time periods: 1-month 4.89%, YTD 23.88%, 1-year 26.18%, 3-year 21.77%, 5-year 21.14%, 10-year 11.19%.

OSPMX returns outperform the peer average of 19.98% 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.