OSCBX Mutual Fund

NAV$19.05

Returns Overview

1 Month
+2.70%
3 Months
+2.36%
6 Months
-2.21%
YTD
+3.87%
1 Year
+17.22%
3 Years (annualized)
+20.02%
5 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSCBX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+8.71%
vs Peers
-4.84%

OSCBX Mutual Fund Performance

OSCBX performance across multiple time periods: 1-month 2.70%, YTD 3.87%, 1-year 17.22%, 3-year 20.02%, 5-year 9.20%.

OSCBX returns trail the peer average of 8.71% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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