OLVTX Mutual Fund

NAV$23.94

Returns Overview

1 Month
+2.12%
3 Months
+10.18%
6 Months
+9.29%
YTD
+7.95%
1 Year
+21.28%
3 Years (annualized)
+14.23%
5 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OLVTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+9.49%
vs Peers
-1.54%

OLVTX Mutual Fund Performance

OLVTX performance across multiple time periods: 1-month 2.12%, YTD 7.95%, 1-year 21.28%, 3-year 14.23%, 5-year 9.52%.

OLVTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

OLVTX performance comparison shows side-by-side returns with another fund. OLVTX alternatives are available in the Mutual Fund Screener.