OFSAX Mutual Fund

NAV$24.12

Returns Overview

1 Month
+4.99%
3 Months
+3.02%
6 Months
+11.03%
YTD
+9.23%
1 Year
+26.60%
3 Years (annualized)
+10.40%
5 Years (annualized)
+0.52%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFSAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+12.17%
vs Peers
-2.94%

OFSAX Mutual Fund Performance

OFSAX performance across multiple time periods: 1-month 4.99%, YTD 9.23%, 1-year 26.60%, 3-year 10.40%, 5-year 0.52%, 10-year 7.51%.

OFSAX returns trail the peer average of 12.17% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

OFSAX performance comparison shows side-by-side returns with another fund. OFSAX alternatives are available in the Mutual Fund Screener.