OLVAX Mutual Fund

OLVAX Mutual Fund

NAV$24.66
See how much of OLVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.25%
3 Months
+7.22%
6 Months
+7.07%
YTD
+11.78%
1 Year
+23.77%
3 Years (annualized)
+15.08%
5 Years (annualized)
+11.39%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+11.41%
vs Peers
+0.37%

OLVAX Mutual Fund Performance

OLVAX performance across multiple time periods: 1-month 2.25%, YTD 11.78%, 1-year 23.77%, 3-year 15.08%, 5-year 11.39%, 10-year 12.68%.

OLVAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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