OISVX Mutual Fund

OISVX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
+5.38%
3 Months
-0.78%
6 Months
+7.59%
YTD
+17.93%
1 Year
+23.27%
3 Years (annualized)
+16.52%
5 Years (annualized)
+5.75%
10 Years (annualized)
+8.00%

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)
+17.93%
Peer Avg (YTD)
+12.21%
vs Peers
+5.72%

OISVX Mutual Fund Performance

OISVX performance across multiple time periods: 1-month 5.38%, YTD 17.93%, 1-year 23.27%, 3-year 16.52%, 5-year 5.75%, 10-year 8.00%.

OISVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.23%, 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.