OSSIX Mutual Fund

OSSIX Mutual Fund

NAV$24.57
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Returns Overview

1 Month
-6.48%
3 Months
-8.42%
6 Months
+10.52%
YTD
+8.29%
1 Year
+12.30%
3 Years (annualized)
+15.23%
5 Years (annualized)
+8.02%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+10.34%
vs Peers
-2.05%

OSSIX Mutual Fund Performance

OSSIX performance across multiple time periods: 1-month -6.48%, YTD 8.29%, 1-year 12.30%, 3-year 15.23%, 5-year 8.02%, 10-year 11.46%.

OSSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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