OSTIX Mutual Fund

NAV$11.18

Returns Overview

1 Month
+0.15%
3 Months
+2.37%
6 Months
+2.28%
YTD
+2.28%
1 Year
+4.48%
3 Years (annualized)
+7.04%
5 Years (annualized)
+4.24%
10 Years (annualized)
+5.11%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+3.23%
vs Peers
-0.95%

OSTIX Mutual Fund Performance

OSTIX performance across multiple time periods: 1-month 0.15%, YTD 2.28%, 1-year 4.48%, 3-year 7.04%, 5-year 4.24%, 10-year 5.11%.

OSTIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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