OSTAX Mutual Fund

OSTAX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-2.16%
3 Months
-2.41%
6 Months
-1.57%
YTD
-1.55%
1 Year
-1.10%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.60%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BLOOMBERG US 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
-3.84%
vs Peers
+2.29%

OSTAX Mutual Fund Performance

OSTAX performance across multiple time periods: 1-month -2.16%, YTD -1.55%, 1-year -1.10%, 3-year 2.76%, 5-year 0.60%, 10-year 0.99%.

OSTAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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