OSMNX Mutual Fund

OSMNX Mutual Fund

NAV$34.63
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Returns Overview

1 Month
-3.71%
3 Months
+5.89%
6 Months
+10.73%
YTD
+5.66%
1 Year
+5.91%
3 Years (annualized)
+8.48%
5 Years (annualized)
-2.00%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMNX 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 ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+7.86%
vs Peers
-2.20%

OSMNX Mutual Fund Performance

OSMNX performance across multiple time periods: 1-month -3.71%, YTD 5.66%, 1-year 5.91%, 3-year 8.48%, 5-year -2.00%, 10-year 6.85%.

OSMNX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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