OLVRX Mutual Fund

OLVRX Mutual Fund

NAV$24.34
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Returns Overview

1 Month
-3.60%
3 Months
+0.24%
6 Months
+10.56%
YTD
+8.36%
1 Year
+14.21%
3 Years (annualized)
+17.25%
5 Years (annualized)
+11.90%
10 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLVRX 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)
+8.36%
Peer Avg (YTD)
+10.00%
vs Peers
-1.64%

OLVRX Mutual Fund Performance

OLVRX performance across multiple time periods: 1-month -3.60%, YTD 8.36%, 1-year 14.21%, 3-year 17.25%, 5-year 11.90%, 10-year 12.94%.

OLVRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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