OCSVX Mutual Fund

OCSVX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
-5.51%
3 Months
-5.75%
6 Months
+10.92%
YTD
+11.03%
1 Year
+13.29%
3 Years (annualized)
+11.65%
5 Years (annualized)
+4.86%
10 Years (annualized)
+6.62%

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)
+11.03%
Peer Avg (YTD)
+10.34%
vs Peers
+0.68%

OCSVX Mutual Fund Performance

OCSVX performance across multiple time periods: 1-month -5.51%, YTD 11.03%, 1-year 13.29%, 3-year 11.65%, 5-year 4.86%, 10-year 6.62%.

OCSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.23%, 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.