OISVX Mutual Fund

NAV$16.82

Returns Overview

1 Month
+5.29%
3 Months
+18.01%
6 Months
+19.46%
YTD
+18.44%
1 Year
+26.84%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OISVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.44%
Peer Avg (YTD)
+18.52%
vs Peers
-0.09%

OISVX Mutual Fund Performance

OISVX performance across multiple time periods: 1-month 5.29%, YTD 18.44%, 1-year 26.84%, 3-year 13.26%, 5-year 6.14%, 10-year 8.30%.

OISVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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