OCLVX Mutual Fund

OCLVX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
+0.41%
3 Months
+5.75%
6 Months
+6.47%
YTD
+11.70%
1 Year
+17.10%
3 Years (annualized)
+19.70%
5 Years (annualized)
+12.64%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCLVX 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)
+11.70%
Peer Avg (YTD)
+12.44%
vs Peers
-0.74%

OCLVX Mutual Fund Performance

OCLVX performance across multiple time periods: 1-month 0.41%, YTD 11.70%, 1-year 17.10%, 3-year 19.70%, 5-year 12.64%, 10-year 11.70%.

OCLVX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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