OSIIX Mutual Fund

OSIIX Mutual Fund

NAV$3.02
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Returns Overview

1 Month
-3.68%
3 Months
-3.03%
6 Months
-0.29%
YTD
-4.67%
1 Year
-2.06%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSIIX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-4.67%
Peer Avg (YTD)
-1.59%
vs Peers
-3.09%

OSIIX Mutual Fund Performance

OSIIX performance across multiple time periods: 1-month -3.68%, YTD -4.67%, 1-year -2.06%, 3-year 6.60%, 5-year 2.17%, 10-year 2.50%.

OSIIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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