OALVX Mutual Fund

OALVX Mutual Fund

NAV$22.50
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Returns Overview

1 Month
+3.99%
3 Months
+5.93%
6 Months
+8.64%
YTD
+11.76%
1 Year
+21.45%
3 Years (annualized)
+14.51%
5 Years (annualized)
+9.97%
10 Years (annualized)
+10.56%

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
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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)
+11.76%
Peer Avg (YTD)
+11.41%
vs Peers
+0.35%

OALVX Mutual Fund Performance

OALVX performance across multiple time periods: 1-month 3.99%, YTD 11.76%, 1-year 21.45%, 3-year 14.51%, 5-year 9.97%, 10-year 10.56%.

OALVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.16%, 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.