OLVAX Mutual Fund

OLVAX Mutual Fund

NAV$24.58
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Returns Overview

1 Month
-3.62%
3 Months
+0.18%
6 Months
+10.39%
YTD
+8.17%
1 Year
+13.89%
3 Years (annualized)
+15.53%
5 Years (annualized)
+10.81%
10 Years (annualized)
+12.10%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+10.00%
vs Peers
-1.83%

OLVAX Mutual Fund Performance

OLVAX performance across multiple time periods: 1-month -3.62%, YTD 8.17%, 1-year 13.89%, 3-year 15.53%, 5-year 10.81%, 10-year 12.10%.

OLVAX returns trail the peer average of 10.00% 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.