OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$38.05
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Returns Overview

1 Month
-3.69%
3 Months
+6.03%
6 Months
+10.98%
YTD
+6.06%
1 Year
+6.42%
3 Years (annualized)
+8.46%
5 Years (annualized)
-1.82%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSMYX 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
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📉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)
+6.06%
Peer Avg (YTD)
+7.86%
vs Peers
-1.81%

OSMYX Mutual Fund Performance

OSMYX performance across multiple time periods: 1-month -3.69%, YTD 6.06%, 1-year 6.42%, 3-year 8.46%, 5-year -1.82%, 10-year 7.12%.

OSMYX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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