OSPPX Mutual Fund

OSPPX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-9.20%
3 Months
+0.67%
6 Months
+2.29%
YTD
+25.01%
1 Year
+29.67%
3 Years (annualized)
+31.91%
5 Years (annualized)
+31.64%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPPX 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)
+25.01%
Peer Avg (YTD)
+19.29%
vs Peers
+5.72%

OSPPX Mutual Fund Performance

OSPPX performance across multiple time periods: 1-month -9.20%, YTD 25.01%, 1-year 29.67%, 3-year 31.91%, 5-year 31.64%, 10-year 9.78%.

OSPPX returns outperform the peer average of 19.29% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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