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Optimum Large Cap Value Instl (OILVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.83+0.05 (+0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.72%
5-year average return9.92%
Number of years up15
Number of years down5
Best 1-yr total return (17 Jun 2024)32.52%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return32.52%
Worst 3-yr total return4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOILVXCategory
YTD8.12%4.44%
1-month2.66%-4.04%
3-month3.50%4.09%
1-year21.67%14.37%
3-year6.39%6.04%
5-year11.13%9.20%
10-year8.01%8.57%
Last bull market23.20%22.97%
Last bear market-11.65%-11.27%

Annual total return (%) history

Year
OILVXCategory
2024
N/AN/A
2023
9.93%11.63%
2022
-6.07%-5.90%
2021
27.17%26.22%
2020
2.60%2.91%
2019
27.93%25.04%
2018
-9.40%-8.53%
2017
16.36%15.94%
2016
11.19%14.81%
2015
-3.58%-4.05%
2014
5.58%10.21%
2013
32.52%31.21%
2012
16.38%14.57%
2011
-0.12%-0.75%
2010
12.82%13.66%
2009
26.85%24.13%
2008
-37.26%-37.09%
2007
4.63%1.42%
2006
19.05%18.15%
2005
5.81%5.95%
2004
14.05%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
2023-0.86%4.76%-3.15%9.29%
2022-1.56%-11.65%-4.58%13.17%
202110.57%5.36%0.53%8.59%
2020-24.93%13.66%5.98%13.46%
201911.92%4.54%1.99%7.22%
2018-2.57%-0.44%5.55%-11.51%
20174.11%2.13%3.55%5.69%
20160.40%2.11%3.36%4.94%
20151.13%-0.50%-8.02%4.17%
20141.12%2.99%-0.32%1.71%
201311.38%1.85%5.10%11.15%
201214.79%-4.76%6.23%0.21%
20116.83%0.86%-15.42%9.59%
20105.34%-11.95%11.11%9.47%
2009-11.20%17.54%15.56%5.16%
2008-9.02%-4.68%-7.15%-22.07%
20071.76%6.81%0.15%-3.87%
20064.33%0.64%5.96%7.01%
20050.18%1.28%3.42%0.84%
20041.65%1.51%0.61%9.87%
200312.89%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month69
3-month59
1-year58
3-year48
5-year57

Load adjusted returns

1-year21.67%
3-year6.39%
5-year11.13%
10-year8.01%