OSPMX Mutual Fund

OSPMX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
-7.63%
3 Months
+0.20%
6 Months
+2.85%
YTD
+18.34%
1 Year
+22.45%
3 Years (annualized)
+23.06%
5 Years (annualized)
+22.42%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPMX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+19.29%
vs Peers
-0.95%

OSPMX Mutual Fund Performance

OSPMX performance across multiple time periods: 1-month -7.63%, YTD 18.34%, 1-year 22.45%, 3-year 23.06%, 5-year 22.42%, 10-year 10.39%.

OSPMX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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