OASGX Mutual Fund

OASGX Mutual Fund

NAV$13.79
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Returns Overview

1 Month
-0.87%
3 Months
-1.94%
6 Months
+3.81%
YTD
+9.57%
1 Year
+10.71%
3 Years (annualized)
+16.77%
5 Years (annualized)
+1.89%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+14.00%
vs Peers
-4.43%

OASGX Mutual Fund Performance

OASGX performance across multiple time periods: 1-month -0.87%, YTD 9.57%, 1-year 10.71%, 3-year 16.77%, 5-year 1.89%, 10-year 12.34%.

OASGX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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