| OSPMX | |
|---|---|
| Total return | +151.82% |
| Annualised (CAGR) | +9.68% |
| Volatility (annualised) | +31.79% |
| Sharpe (rf = 0) | 0.30 |
| Deepest drawdown | -73.61% |
| Drawdown peak → trough | 2017-01-26 → 2020-03-18 |
| Dividend yield (12m distributions) | 6.07% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +151.82% in total (+9.68% a year), with a deepest drawdown of -73.61% from 2017-01-26 to 2020-03-18. Its worst calendar year was 2020 (-25.65%), its best 2021 (+45.12%).
| Year | OSPMX |
|---|---|
| 2026 | +21.30% |
| 2025 | +7.94% |
| 2024 | +24.72% |
| 2023 | +20.63% |
| 2022 | +25.30% |
| 2021 | +45.12% |
| 2020 | -25.65% |
| 2019 | +14.58% |
| 2018 | -12.86% |
| 2017 | -8.25% |
| 2016 | +3.22% |
+151.82% in total, which works out to +9.68% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2020 — its calendar-year return was -25.65% (net of fees, dividends reinvested). Its best year was 2021 (+45.12%).
-73.61%, from a peak on 2017-01-26 to a trough on 2020-03-18. From that trough it took 574 days (about 18.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.07% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say OSPMX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -73.61% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.