OSTVX Mutual Fund

OSTVX Mutual Fund

NAV$18.52
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Returns Overview

1 Month
+0.49%
3 Months
+1.94%
6 Months
+4.85%
YTD
+6.23%
1 Year
+11.31%
3 Years (annualized)
+10.76%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSTVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+5.54%
vs Peers
+0.69%

OSTVX Mutual Fund Performance

OSTVX performance across multiple time periods: 1-month 0.49%, YTD 6.23%, 1-year 11.31%, 3-year 10.76%, 5-year 5.91%, 10-year 8.42%.

OSTVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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