OSCBX vs. ANDIX

Last updated Jul 1, 2026

OSCBX (Overseas SMA Completion Portfolio) and ANDIX (AQR International Defensive Style Fund) are both Foreign Large Cap Equities funds. Their correlation of 0.86 suggests significant overlap in exposure. OSCBX charges 0.00%/yr vs 0.55%/yr for ANDIX.

Performance

OSCBX vs. ANDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Overseas SMA Completion Portfolio (OSCBX) and AQR International Defensive Style Fund (ANDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OSCBX

• 1D: 0.82%
• 1M: -1.07%
• YTD: 1.70%
• 6M: 1.48%
• 1Y: 17.83%
• 3Y*: 20.21%
• 5Y*: 9.28%
• 10Y*: —

ANDIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OSCBX vs. ANDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
OSCBX Overseas SMA Completion Portfolio	1.70%	47.21%	6.06%	15.00%	-11.51%	6.10%	7.40%	11.03%
ANDIX AQR International Defensive Style Fund	5.63%	21.41%	2.83%	12.06%	-14.26%	7.59%	8.43%	6.35%

Correlation

The correlation between OSCBX and ANDIX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (All Time) Calculated using the full available price history since Sep 12, 2019	0.86

The correlation between OSCBX and ANDIX shifts across timeframes, from 0.69 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.

Return for Risk

OSCBX vs. ANDIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OSCBX

OSCBX Risk / Return Rank: 24
OSCBX Sharpe Ratio Rank: 27
OSCBX Sortino Ratio Rank: 27
OSCBX Omega Ratio Rank: 28
OSCBX Calmar Ratio Rank: 19
OSCBX Martin Ratio Rank: 18

ANDIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OSCBX vs. ANDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Overseas SMA Completion Portfolio (OSCBX) and AQR International Defensive Style Fund (ANDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	OSCBX	ANDIX	Difference
Sharpe ratio: Return per unit of total volatility	1.22	—	—
Sortino ratio: Return per unit of downside risk	1.79	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.29	—	—
Martin ratio: Return relative to average drawdown	3.83	—	—

Drawdowns

Drawdown Indicators

	OSCBX	ANDIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.50%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.34%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.34%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-31.45%	—	—
Current Drawdown Current decline from peak	-7.94%	—	—
Average Drawdown Average peak-to-trough decline	-9.27%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.82%	—	—

Volatility

Volatility by Period

	OSCBX	ANDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.67%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.48%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.16%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.28%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.07%	—	—

OSCBX vs. ANDIX - Expense Ratio Comparison

OSCBX has a 0.00% expense ratio, which is lower than ANDIX's 0.55% expense ratio.

Dividends

OSCBX vs. ANDIX - Dividend Comparison

OSCBX's dividend yield for the trailing twelve months is around 2.84%, less than ANDIX's 70.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANDIX AQR International Defensive Style Fund	70.16%	4.74%	2.29%	3.02%	2.00%	2.53%	1.73%	2.51%	2.40%	3.30%	1.47%	2.09%
OSCBX Overseas SMA Completion Portfolio	2.84%	2.89%	6.48%	5.66%	3.86%	6.86%	1.42%	1.37%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OSCBX and ANDIX in my portfolio?

OSCBX and ANDIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.