OISVX Mutual Fund

OISVX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
+0.36%
3 Months
+8.44%
6 Months
+14.43%
YTD
+19.90%
1 Year
+25.84%
3 Years (annualized)
+11.71%
5 Years (annualized)
+6.37%
10 Years (annualized)
+7.87%

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
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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)
+19.90%
Peer Avg (YTD)
+15.31%
vs Peers
+4.59%

OISVX Mutual Fund Performance

OISVX performance across multiple time periods: 1-month 0.36%, YTD 19.90%, 1-year 25.84%, 3-year 11.71%, 5-year 6.37%, 10-year 7.87%.

OISVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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