OVECX Mutual Fund

NAV$5.97

Returns Overview

1 Month
-2.46%
3 Months
-6.11%
6 Months
-2.85%
YTD
-2.55%
1 Year
+2.21%
3 Years (annualized)
+1.82%
5 Years (annualized)
+10.72%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OVECX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-2.55%
Peer Avg (YTD)
-5.51%
vs Peers
+2.95%

OVECX Mutual Fund Performance

OVECX performance across multiple time periods: 1-month -2.46%, YTD -2.55%, 1-year 2.21%, 3-year 1.82%, 5-year 10.72%, 10-year 5.05%.

OVECX returns outperform the peer average of -5.51% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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