OISVX Mutual Fund

OISVX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-5.45%
3 Months
-5.51%
6 Months
+11.51%
YTD
+11.91%
1 Year
+14.48%
3 Years (annualized)
+12.83%
5 Years (annualized)
+5.94%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OISVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+10.34%
vs Peers
+1.57%

OISVX Mutual Fund Performance

OISVX performance across multiple time periods: 1-month -5.45%, YTD 11.91%, 1-year 14.48%, 3-year 12.83%, 5-year 5.94%, 10-year 7.78%.

OISVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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