OSPMX Mutual Fund

NAV$7.91

Returns Overview

1 Month
+1.05%
3 Months
+2.65%
6 Months
+19.01%
YTD
+18.11%
1 Year
+22.07%
3 Years (annualized)
+21.64%
5 Years (annualized)
+18.72%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPMX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+18.11%
Peer Avg (YTD)
+14.02%
vs Peers
+4.09%

OSPMX Mutual Fund Performance

OSPMX performance across multiple time periods: 1-month 1.05%, YTD 18.11%, 1-year 22.07%, 3-year 21.64%, 5-year 18.72%, 10-year 9.71%.

OSPMX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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