OSTFX Mutual Fund

OSTFX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-1.86%
3 Months
+0.48%
6 Months
+11.56%
YTD
+6.34%
1 Year
+10.06%
3 Years (annualized)
+14.32%
5 Years (annualized)
+6.50%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+9.98%
vs Peers
-3.65%

OSTFX Mutual Fund Performance

OSTFX performance across multiple time periods: 1-month -1.86%, YTD 6.34%, 1-year 10.06%, 3-year 14.32%, 5-year 6.50%, 10-year 10.90%.

OSTFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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