OSTAX Mutual Fund

NAV$10.12

Returns Overview

1 Month
+0.31%
3 Months
+0.86%
6 Months
+0.88%
YTD
+0.88%
1 Year
+2.91%
3 Years (annualized)
+2.83%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTAX 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
BLOOMBERG US 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+1.79%
vs Peers
-0.91%

OSTAX Mutual Fund Performance

OSTAX performance across multiple time periods: 1-month 0.31%, YTD 0.88%, 1-year 2.91%, 3-year 2.83%, 5-year 0.77%, 10-year 1.12%.

OSTAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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