OSTFX Mutual Fund

NAV$21.86

Returns Overview

1 Month
+0.91%
3 Months
+11.03%
6 Months
+5.83%
YTD
+5.83%
1 Year
+14.08%
3 Years (annualized)
+12.65%
5 Years (annualized)
+6.00%
10 Years (annualized)
+10.42%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+9.51%
vs Peers
-3.67%

OSTFX Mutual Fund Performance

OSTFX performance across multiple time periods: 1-month 0.91%, YTD 5.83%, 1-year 14.08%, 3-year 12.65%, 5-year 6.00%, 10-year 10.42%.

OSTFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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