OSCNX Mutual Fund

OSCNX Mutual Fund

NAV$23.07
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Returns Overview

1 Month
-6.53%
3 Months
-8.59%
6 Months
+10.17%
YTD
+7.81%
1 Year
+11.60%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.34%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+10.34%
vs Peers
-2.53%

OSCNX Mutual Fund Performance

OSCNX performance across multiple time periods: 1-month -6.53%, YTD 7.81%, 1-year 11.60%, 3-year 14.52%, 5-year 7.34%, 10-year 10.73%.

OSCNX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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