OALVX Mutual Fund

OALVX Mutual Fund

NAV$21.91
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Returns Overview

1 Month
-4.18%
3 Months
+0.14%
6 Months
+8.00%
YTD
+7.62%
1 Year
+12.14%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.62%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OALVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.62%
Peer Avg (YTD)
+10.00%
vs Peers
-2.37%

OALVX Mutual Fund Performance

OALVX performance across multiple time periods: 1-month -4.18%, YTD 7.62%, 1-year 12.14%, 3-year 15.61%, 5-year 9.62%, 10-year 10.55%.

OALVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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