OASVX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+5.25%
3 Months
+17.87%
6 Months
+19.27%
YTD
+18.24%
1 Year
+26.54%
3 Years (annualized)
+12.98%
5 Years (annualized)
+5.87%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OASVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.24%
Peer Avg (YTD)
+18.52%
vs Peers
-0.29%

OASVX Mutual Fund Performance

OASVX performance across multiple time periods: 1-month 5.25%, YTD 18.24%, 1-year 26.54%, 3-year 12.98%, 5-year 5.87%, 10-year 8.04%.

OASVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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