OSVCX Mutual Fund

OSVCX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-5.35%
3 Months
-6.11%
6 Months
+10.79%
YTD
+14.00%
1 Year
+20.25%
3 Years (annualized)
+25.59%
5 Years (annualized)
+19.94%
10 Years (annualized)
+18.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSVCX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+10.34%
vs Peers
+3.66%

OSVCX Mutual Fund Performance

OSVCX performance across multiple time periods: 1-month -5.35%, YTD 14.00%, 1-year 20.25%, 3-year 25.59%, 5-year 19.94%, 10-year 18.14%.

OSVCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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