OSSIX Mutual Fund

OSSIX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-2.26%
3 Months
+6.08%
6 Months
+11.94%
YTD
+16.80%
1 Year
+25.63%
3 Years (annualized)
+13.89%
5 Years (annualized)
+8.34%
10 Years (annualized)
+11.49%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.80%
Peer Avg (YTD)
+15.31%
vs Peers
+1.49%

OSSIX Mutual Fund Performance

OSSIX performance across multiple time periods: 1-month -2.26%, YTD 16.80%, 1-year 25.63%, 3-year 13.89%, 5-year 8.34%, 10-year 11.49%.

OSSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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