OASVX Mutual Fund

OASVX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-5.39%
3 Months
-5.52%
6 Months
+11.36%
YTD
+11.71%
1 Year
+14.25%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASVX 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
PROUpgrade to run
🏦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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+10.34%
vs Peers
+1.37%

OASVX Mutual Fund Performance

OASVX performance across multiple time periods: 1-month -5.39%, YTD 11.71%, 1-year 14.25%, 3-year 12.51%, 5-year 5.67%, 10-year 7.43%.

OASVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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