OSPPX Mutual Fund

OSPPX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+8.33%
3 Months
+2.80%
6 Months
+6.84%
YTD
+34.89%
1 Year
+44.90%
3 Years (annualized)
+30.22%
5 Years (annualized)
+28.70%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPPX 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)
+34.89%
Peer Avg (YTD)
+25.52%
vs Peers
+9.37%

OSPPX Mutual Fund Performance

OSPPX performance across multiple time periods: 1-month 8.33%, YTD 34.89%, 1-year 44.90%, 3-year 30.22%, 5-year 28.70%, 10-year 10.25%.

OSPPX returns outperform the peer average of 25.52% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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