OFAVX Mutual Fund

NAV$28.95

Returns Overview

1 Month
+1.69%
3 Months
-1.15%
6 Months
+7.60%
YTD
+4.13%
1 Year
+16.90%
3 Years (annualized)
+11.41%
5 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFAVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+8.42%
vs Peers
-4.29%

OFAVX Mutual Fund Performance

OFAVX performance across multiple time periods: 1-month 1.69%, YTD 4.13%, 1-year 16.90%, 3-year 11.41%, 5-year 3.14%.

OFAVX returns trail the peer average of 8.42% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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