OFVIX Mutual Fund

OFVIX Mutual Fund

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Returns Overview

1 Month
+3.80%
3 Months
+4.81%
6 Months
+11.13%
YTD
+14.01%
1 Year
+22.67%
3 Years (annualized)
+19.13%
5 Years (annualized)
+13.31%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OFVIX 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
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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)
+14.01%
Peer Avg (YTD)
+11.41%
vs Peers
+2.60%

OFVIX Mutual Fund Performance

OFVIX performance across multiple time periods: 1-month 3.80%, YTD 14.01%, 1-year 22.67%, 3-year 19.13%, 5-year 13.31%, 10-year 13.46%.

OFVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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