OASVX Mutual Fund

OASVX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-0.46%
3 Months
+5.11%
6 Months
+10.77%
YTD
+19.11%
1 Year
+19.68%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+15.20%
vs Peers
+3.91%

OASVX Mutual Fund Performance

OASVX performance across multiple time periods: 1-month -0.46%, YTD 19.11%, 1-year 19.68%, 3-year 12.51%, 5-year 5.67%, 10-year 7.43%.

OASVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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