OVEAX Mutual Fund

OVEAX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-2.39%
3 Months
-5.92%
6 Months
-2.48%
YTD
-2.36%
1 Year
+3.00%
3 Years (annualized)
+2.73%
5 Years (annualized)
+11.62%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OVEAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-2.36%
Peer Avg (YTD)
-5.51%
vs Peers
+3.15%

OVEAX Mutual Fund Performance

OVEAX performance across multiple time periods: 1-month -2.39%, YTD -2.36%, 1-year 3.00%, 3-year 2.73%, 5-year 11.62%, 10-year 5.88%.

OVEAX returns outperform the peer average of -5.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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