OSTIX Mutual Fund

OSTIX Mutual Fund

NAV$10.93
See how much of OSTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
-0.80%
6 Months
+0.56%
YTD
+1.67%
1 Year
+2.47%
3 Years (annualized)
+7.03%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+2.28%
vs Peers
-0.61%

OSTIX Mutual Fund Performance

OSTIX performance across multiple time periods: 1-month -0.17%, YTD 1.67%, 1-year 2.47%, 3-year 7.03%, 5-year 4.22%, 10-year 4.71%.

OSTIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

OSTIX vs another fund shows side-by-side returns. OSTIX alternatives are available in the Mutual Fund Screener.