OSPSX Mutual Fund

NAV$12.03

Returns Overview

1 Month
+2.30%
3 Months
+3.24%
6 Months
+23.56%
YTD
+22.45%
1 Year
+26.01%
3 Years (annualized)
+26.02%
5 Years (annualized)
+21.03%
10 Years (annualized)
+10.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+22.45%
Peer Avg (YTD)
+14.02%
vs Peers
+8.43%

OSPSX Mutual Fund Performance

OSPSX performance across multiple time periods: 1-month 2.30%, YTD 22.45%, 1-year 26.01%, 3-year 26.02%, 5-year 21.03%, 10-year 10.36%.

OSPSX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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