OSTVX Mutual Fund

NAV$18.68

Returns Overview

1 Month
+1.16%
3 Months
+8.07%
6 Months
+5.77%
YTD
+5.71%
1 Year
+11.74%
3 Years (annualized)
+11.31%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.71%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+5.87%
vs Peers
-0.16%

OSTVX Mutual Fund Performance

OSTVX performance across multiple time periods: 1-month 1.16%, YTD 5.71%, 1-year 11.74%, 3-year 11.31%, 5-year 6.12%, 10-year 8.71%.

OSTVX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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