OSTGX Mutual Fund

OSTGX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-2.24%
3 Months
-3.25%
6 Months
+8.75%
YTD
+15.81%
1 Year
+17.83%
3 Years (annualized)
+19.74%
5 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.81%
Peer Avg (YTD)
+12.21%
vs Peers
+3.60%

OSTGX Mutual Fund Performance

OSTGX performance across multiple time periods: 1-month -2.24%, YTD 15.81%, 1-year 17.83%, 3-year 19.74%, 5-year 2.01%.

OSTGX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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