OSPSX Mutual Fund

OSPSX Mutual Fund

NAV$11.84
See how much of OSPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.80%
3 Months
-2.82%
6 Months
+0.33%
YTD
+19.00%
1 Year
+22.43%
3 Years (annualized)
+25.88%
5 Years (annualized)
+24.07%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+19.00%
Peer Avg (YTD)
+19.29%
vs Peers
-0.29%

OSPSX Mutual Fund Performance

OSPSX performance across multiple time periods: 1-month -7.80%, YTD 19.00%, 1-year 22.43%, 3-year 25.88%, 5-year 24.07%, 10-year 10.81%.

OSPSX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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