OLVCX Mutual Fund

OLVCX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
+1.60%
3 Months
+6.02%
6 Months
+7.67%
YTD
+13.21%
1 Year
+20.39%
3 Years (annualized)
+16.37%
5 Years (annualized)
+11.06%
10 Years (annualized)
+12.02%

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)
+13.21%
Peer Avg (YTD)
+12.44%
vs Peers
+0.77%

OLVCX Mutual Fund Performance

OLVCX performance across multiple time periods: 1-month 1.60%, YTD 13.21%, 1-year 20.39%, 3-year 16.37%, 5-year 11.06%, 10-year 12.02%.

OLVCX returns outperform the peer average of 12.44% 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.