OCSVX Mutual Fund

NAV$12.40

Returns Overview

1 Month
+5.18%
3 Months
+17.68%
6 Months
+18.83%
YTD
+17.80%
1 Year
+25.61%
3 Years (annualized)
+12.13%
5 Years (annualized)
+5.07%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OCSVX 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)
+17.80%
Peer Avg (YTD)
+18.52%
vs Peers
-0.73%

OCSVX Mutual Fund Performance

OCSVX performance across multiple time periods: 1-month 5.18%, YTD 17.80%, 1-year 25.61%, 3-year 12.13%, 5-year 5.07%, 10-year 7.22%.

OCSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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