OSGIX Mutual Fund

NAV$40.45

Returns Overview

1 Month
+4.45%
3 Months
+17.58%
6 Months
+10.71%
YTD
+9.50%
1 Year
+12.06%
3 Years (annualized)
+13.48%
5 Years (annualized)
+6.69%
10 Years (annualized)
+18.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSGIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+10.82%
vs Peers
-1.31%

OSGIX Mutual Fund Performance

OSGIX performance across multiple time periods: 1-month 4.45%, YTD 9.50%, 1-year 12.06%, 3-year 13.48%, 5-year 6.69%, 10-year 18.37%.

OSGIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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