OSSIX Mutual Fund

NAV$26.88

Returns Overview

1 Month
+6.73%
3 Months
+20.68%
6 Months
+19.50%
YTD
+18.25%
1 Year
+28.65%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.68%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.25%
Peer Avg (YTD)
+18.52%
vs Peers
-0.28%

OSSIX Mutual Fund Performance

OSSIX performance across multiple time periods: 1-month 6.73%, YTD 18.25%, 1-year 28.65%, 3-year 16.57%, 5-year 8.68%, 10-year 12.28%.

OSSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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