OSCBX Mutual Fund

OSCBX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
-0.54%
3 Months
+9.59%
6 Months
+12.58%
YTD
+10.31%
1 Year
+16.65%
3 Years (annualized)
+23.75%
5 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCBX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+9.89%
vs Peers
+0.41%

OSCBX Mutual Fund Performance

OSCBX performance across multiple time periods: 1-month -0.54%, YTD 10.31%, 1-year 16.65%, 3-year 23.75%, 5-year 10.85%.

OSCBX returns outperform the peer average of 9.89% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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