OCSVX Mutual Fund

OCSVX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+0.25%
3 Months
+8.15%
6 Months
+13.90%
YTD
+19.12%
1 Year
+24.60%
3 Years (annualized)
+10.56%
5 Years (annualized)
+5.28%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCSVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.12%
Peer Avg (YTD)
+15.31%
vs Peers
+3.81%

OCSVX Mutual Fund Performance

OCSVX performance across multiple time periods: 1-month 0.25%, YTD 19.12%, 1-year 24.60%, 3-year 10.56%, 5-year 5.28%, 10-year 6.79%.

OCSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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