OLVCX Mutual Fund

OLVCX Mutual Fund

NAV$22.67
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Returns Overview

1 Month
-3.65%
3 Months
+0.07%
6 Months
+10.11%
YTD
+7.74%
1 Year
+13.33%
3 Years (annualized)
+16.37%
5 Years (annualized)
+11.06%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLVCX 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)
+7.74%
Peer Avg (YTD)
+10.00%
vs Peers
-2.25%

OLVCX Mutual Fund Performance

OLVCX performance across multiple time periods: 1-month -3.65%, YTD 7.74%, 1-year 13.33%, 3-year 16.37%, 5-year 11.06%, 10-year 12.02%.

OLVCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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