OSPPX Mutual Fund

NAV$8.28

Returns Overview

1 Month
+3.11%
3 Months
+6.56%
6 Months
+18.79%
YTD
+25.26%
1 Year
+26.22%
3 Years (annualized)
+30.42%
5 Years (annualized)
+27.04%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSPPX 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)
+25.26%
Peer Avg (YTD)
+14.02%
vs Peers
+11.24%

OSPPX Mutual Fund Performance

OSPPX performance across multiple time periods: 1-month 3.11%, YTD 25.26%, 1-year 26.22%, 3-year 30.42%, 5-year 27.04%, 10-year 8.98%.

OSPPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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