OLVCX Mutual Fund

OLVCX Mutual Fund

NAV$22.60
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Returns Overview

1 Month
+2.23%
3 Months
+7.08%
6 Months
+6.83%
YTD
+11.43%
1 Year
+23.15%
3 Years (annualized)
+14.52%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLVCX 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)
+11.43%
Peer Avg (YTD)
+11.41%
vs Peers
+0.02%

OLVCX Mutual Fund Performance

OLVCX performance across multiple time periods: 1-month 2.23%, YTD 11.43%, 1-year 23.15%, 3-year 14.52%, 5-year 10.83%, 10-year 12.11%.

OLVCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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