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Optimum Small-Mid Cap Growth A (OASGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.06+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.17%
5-year average return9.48%
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)56.90%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return56.90%
Worst 3-yr total return-2.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOASGXCategory
YTD7.46%12.40%
1-month0.00%3.37%
3-month-2.12%4.88%
1-year7.98%55.69%
3-year-3.47%19.34%
5-year9.76%20.72%
10-year8.81%13.98%
Last bull market28.31%27.85%
Last bear market-18.71%-24.06%

Annual total return (%) history

Year
OASGXCategory
2024
N/AN/A
2023
13.66%N/A
2022
-28.22%N/A
2021
12.27%N/A
2020
56.90%38.62%
2019
25.31%27.68%
2018
-3.54%-5.76%
2017
27.29%21.50%
2016
2.61%11.20%
2015
-5.61%-2.41%
2014
3.79%2.44%
2013
37.37%40.91%
2012
16.81%13.15%
2011
-5.44%-3.55%
2010
21.75%26.98%
2009
35.99%35.46%
2008
-44.76%-41.55%
2007
5.06%7.59%
2006
8.17%10.81%
2005
5.33%6.02%
2004
16.47%12.41%
2003
N/A45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.79%-2.12%N/AN/A
20236.61%6.10%-7.01%8.06%
2022-11.96%-18.71%-0.60%0.91%
20214.88%4.32%-2.23%4.95%
2020-21.47%36.38%12.91%29.75%
201917.60%3.28%-6.20%9.99%
20184.37%7.93%9.38%-21.71%
20179.01%3.61%5.29%7.04%
2016-7.98%2.92%7.45%0.83%
20154.34%1.30%-12.65%2.23%
2014-0.57%3.25%-4.83%6.24%
201312.29%2.74%10.79%7.48%
201216.59%-5.41%4.29%1.56%
20119.88%0.79%-21.76%9.13%
20107.31%-11.12%10.49%15.53%
2009-11.52%18.93%22.01%5.91%
2008-18.44%2.66%-8.12%-28.20%
20071.96%7.47%0.13%-4.25%
20069.89%-6.59%-2.04%7.58%
2005-5.17%3.40%6.17%1.16%
20045.83%2.15%-7.13%16.01%
200318.35%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month42
3-month41
1-year59
3-year50
5-year22

Load adjusted returns

1-year1.78%
3-year-5.35%
5-year8.47%
10-year8.17%