OSTIX Mutual Fund

OSTIX Mutual Fund

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Returns Overview

1 Month
+0.09%
3 Months
+0.84%
YTD
+2.98%
1 Year
+4.17%
3 Years (annualized)
+1.16%
5 Years (annualized)
-0.92%
10 Years (annualized)
-0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+2.15%
vs Peers
+0.83%

OSTIX Mutual Fund Performance

OSTIX performance across multiple time periods: 1-month 0.09%, YTD 2.98%, 1-year 4.17%, 3-year 1.16%, 5-year -0.92%, 10-year -0.03%.

OSTIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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