OOSCX Mutual Fund

OOSCX Mutual Fund

NAV$6.13
See how much of OOSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.13%
3 Months
+0.66%
6 Months
+1.70%
YTD
+1.44%
1 Year
+1.29%
3 Years (annualized)
+5.39%
5 Years (annualized)
+4.56%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OOSCX 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
Custom Invesco Senior Floating Rate Index
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+0.50%
vs Peers
+0.94%

OOSCX Mutual Fund Performance

OOSCX performance across multiple time periods: 1-month -0.13%, YTD 1.44%, 1-year 1.29%, 3-year 5.39%, 5-year 4.56%, 10-year 2.93%.

OOSCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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