OSPSX Mutual Fund

OSPSX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+6.37%
3 Months
+0.99%
6 Months
+2.34%
YTD
+26.58%
1 Year
+34.23%
3 Years (annualized)
+24.00%
5 Years (annualized)
+21.07%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPSX 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)
+26.58%
Peer Avg (YTD)
+25.52%
vs Peers
+1.06%

OSPSX Mutual Fund Performance

OSPSX performance across multiple time periods: 1-month 6.37%, YTD 26.58%, 1-year 34.23%, 3-year 24.00%, 5-year 21.07%, 10-year 10.76%.

OSPSX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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