OMSYX Mutual Fund

OMSYX Mutual Fund

NAV$35.15
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Returns Overview

1 Month
-0.03%
3 Months
+0.73%
6 Months
+17.36%
YTD
+9.21%
1 Year
+11.75%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.02%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMSYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+8.67%
vs Peers
+0.54%

OMSYX Mutual Fund Performance

OMSYX performance across multiple time periods: 1-month -0.03%, YTD 9.21%, 1-year 11.75%, 3-year 20.81%, 5-year 12.02%, 10-year 14.20%.

OMSYX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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