OALVX Mutual Fund

NAV$22.47

Returns Overview

1 Month
+1.38%
3 Months
+7.85%
6 Months
+8.40%
YTD
+7.47%
1 Year
+16.90%
3 Years (annualized)
+14.11%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OALVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+9.49%
vs Peers
-2.02%

OALVX Mutual Fund Performance

OALVX performance across multiple time periods: 1-month 1.38%, YTD 7.47%, 1-year 16.90%, 3-year 14.11%, 5-year 9.50%, 10-year 10.52%.

OALVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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