OMSCX Mutual Fund

OMSCX Mutual Fund

NAV$27.31
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Returns Overview

1 Month
-0.11%
3 Months
+0.49%
6 Months
+16.80%
YTD
+8.42%
1 Year
+10.67%
3 Years (annualized)
+19.61%
5 Years (annualized)
+10.91%
10 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+8.67%
vs Peers
-0.25%

OMSCX Mutual Fund Performance

OMSCX performance across multiple time periods: 1-month -0.11%, YTD 8.42%, 1-year 10.67%, 3-year 19.61%, 5-year 10.91%, 10-year 13.08%.

OMSCX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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