OSTSX Mutual Fund

OSTSX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.10%
3 Months
+0.42%
6 Months
+0.70%
YTD
+0.96%
1 Year
+2.01%
3 Years (annualized)
+6.34%
5 Years (annualized)
+3.68%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BLOOMBERG US 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.15%
vs Peers
+0.81%

OSTSX Mutual Fund Performance

OSTSX performance across multiple time periods: 1-month 0.10%, YTD 0.96%, 1-year 2.01%, 3-year 6.34%, 5-year 3.68%, 10-year 1.45%.

OSTSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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