OSTCX Mutual Fund

OSTCX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+0.10%
3 Months
+0.29%
6 Months
+0.40%
YTD
+0.67%
1 Year
+2.84%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.56%

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)
+0.67%
Peer Avg (YTD)
+0.12%
vs Peers
+0.55%

OSTCX Mutual Fund Performance

OSTCX performance across multiple time periods: 1-month 0.10%, YTD 0.67%, 1-year 2.84%, 3-year 4.25%, 5-year 1.77%, 10-year 1.56%.

OSTCX returns outperform the peer average of 0.12% 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.