OSVCX Mutual Fund

NAV$20.22

Returns Overview

1 Month
+5.13%
3 Months
+17.99%
6 Months
+22.30%
YTD
+21.42%
1 Year
+41.29%
3 Years (annualized)
+17.21%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OSVCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.42%
Peer Avg (YTD)
+18.52%
vs Peers
+2.89%

OSVCX Mutual Fund Performance

OSVCX performance across multiple time periods: 1-month 5.13%, YTD 21.42%, 1-year 41.29%, 3-year 17.21%, 5-year 7.85%, 10-year 9.46%.

OSVCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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