OISGX Mutual Fund

OISGX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
-2.10%
3 Months
-8.45%
6 Months
+16.76%
YTD
+9.38%
1 Year
+14.75%
3 Years (annualized)
+12.58%
5 Years (annualized)
+3.33%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OISGX 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
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🏦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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+10.34%
vs Peers
-0.96%

OISGX Mutual Fund Performance

OISGX performance across multiple time periods: 1-month -2.10%, YTD 9.38%, 1-year 14.75%, 3-year 12.58%, 5-year 3.33%, 10-year 12.39%.

OISGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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