OALVX Mutual Fund

OALVX Mutual Fund

NAV$21.66
See how much of OALVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
+5.95%
6 Months
+6.92%
YTD
+12.32%
1 Year
+18.02%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.62%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OALVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+12.44%
vs Peers
-0.12%

OALVX Mutual Fund Performance

OALVX performance across multiple time periods: 1-month 0.50%, YTD 12.32%, 1-year 18.02%, 3-year 15.61%, 5-year 9.62%, 10-year 10.55%.

OALVX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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