OSTFX Mutual Fund

OSTFX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
+1.70%
3 Months
+1.08%
6 Months
+2.97%
YTD
+8.15%
1 Year
+10.58%
3 Years (annualized)
+16.67%
5 Years (annualized)
+6.08%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTFX 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)
+8.15%
Peer Avg (YTD)
+9.28%
vs Peers
-1.13%

OSTFX Mutual Fund Performance

OSTFX performance across multiple time periods: 1-month 1.70%, YTD 8.15%, 1-year 10.58%, 3-year 16.67%, 5-year 6.08%, 10-year 11.19%.

OSTFX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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