| OSPSX | |
|---|---|
| Total return | +162.80% |
| Annualised (CAGR) | +10.15% |
| Volatility (annualised) | +27.60% |
| Sharpe (rf = 0) | 0.37 |
| Deepest drawdown | -71.82% |
| Drawdown peak → trough | 2017-02-15 → 2020-03-18 |
| Dividend yield (12m distributions) | 4.92% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +162.80% in total (+10.15% a year), with a deepest drawdown of -71.82% from 2017-02-15 to 2020-03-18. Its worst calendar year was 2020 (-25.24%), its best 2021 (+39.89%).
| Year | OSPSX |
|---|---|
| 2026 | +22.58% |
| 2025 | +8.59% |
| 2024 | +30.50% |
| 2023 | +22.85% |
| 2022 | +22.18% |
| 2021 | +39.89% |
| 2020 | -25.24% |
| 2019 | +7.18% |
| 2018 | -9.42% |
| 2017 | -3.59% |
| 2016 | +2.96% |
+162.80% in total, which works out to +10.15% 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 -25.24% (net of fees, dividends reinvested). Its best year was 2021 (+39.89%).
-71.82%, from a peak on 2017-02-15 to a trough on 2020-03-18. From that trough it took 581 days (about 19.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.92% 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 OSPSX 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 -71.82% 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.