OCLVX Mutual Fund

NAV$22.30

Returns Overview

1 Month
+1.34%
3 Months
+7.64%
6 Months
+7.97%
YTD
+7.04%
1 Year
+16.03%
3 Years (annualized)
+18.14%
5 Years (annualized)
+12.52%
10 Years (annualized)
+11.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+9.49%
vs Peers
-2.45%

OCLVX Mutual Fund Performance

OCLVX performance across multiple time periods: 1-month 1.34%, YTD 7.04%, 1-year 16.03%, 3-year 18.14%, 5-year 12.52%, 10-year 11.66%.

OCLVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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