OILVX Mutual Fund

OILVX Mutual Fund

NAV$22.06
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Returns Overview

1 Month
-4.11%
3 Months
+0.23%
6 Months
+8.22%
YTD
+7.84%
1 Year
+12.47%
3 Years (annualized)
+15.91%
5 Years (annualized)
+9.90%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OILVX 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)
+7.84%
Peer Avg (YTD)
+10.00%
vs Peers
-2.16%

OILVX Mutual Fund Performance

OILVX performance across multiple time periods: 1-month -4.11%, YTD 7.84%, 1-year 12.47%, 3-year 15.91%, 5-year 9.90%, 10-year 10.91%.

OILVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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