OFVIX Mutual Fund

OFVIX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
-5.21%
3 Months
-0.24%
6 Months
+6.36%
YTD
+8.42%
1 Year
+13.55%
3 Years (annualized)
+21.04%
5 Years (annualized)
+13.45%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFVIX 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)
+8.42%
Peer Avg (YTD)
+10.00%
vs Peers
-1.58%

OFVIX Mutual Fund Performance

OFVIX performance across multiple time periods: 1-month -5.21%, YTD 8.42%, 1-year 13.55%, 3-year 21.04%, 5-year 13.45%, 10-year 13.66%.

OFVIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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