OSTCX Mutual Fund

OSTCX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
-0.09%
3 Months
+0.11%
6 Months
-0.13%
YTD
+0.57%
1 Year
+1.80%
3 Years (annualized)
+4.09%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+2.15%
vs Peers
-1.58%

OSTCX Mutual Fund Performance

OSTCX performance across multiple time periods: 1-month -0.09%, YTD 0.57%, 1-year 1.80%, 3-year 4.09%, 5-year 1.77%, 10-year 1.57%.

OSTCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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