OVEIX Mutual Fund

OVEIX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-2.36%
3 Months
-5.82%
6 Months
-2.33%
YTD
-2.26%
1 Year
+3.27%
3 Years (annualized)
+3.06%
5 Years (annualized)
+11.97%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OVEIX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-2.26%
Peer Avg (YTD)
-5.51%
vs Peers
+3.25%

OVEIX Mutual Fund Performance

OVEIX performance across multiple time periods: 1-month -2.36%, YTD -2.26%, 1-year 3.27%, 3-year 3.06%, 5-year 11.97%, 10-year 6.17%.

OVEIX returns outperform the peer average of -5.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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