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Optimum Large Cap Value C (OCLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.51-0.03 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.99%
5-year average return8.23%
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)31.31%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.31%
Worst 3-yr total return3.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOCLVXCategory
YTD6.99%4.44%
1-month-0.64%-4.04%
3-month-2.17%4.09%
1-year12.65%14.37%
3-year5.54%6.04%
5-year8.53%9.20%
10-year6.74%8.57%
Last bull market22.63%22.97%
Last bear market-11.86%-11.27%

Annual total return (%) history

Year
OCLVXCategory
2024
N/AN/A
2023
8.78%11.63%
2022
-7.02%-5.90%
2021
25.88%26.22%
2020
1.61%2.91%
2019
26.64%25.04%
2018
-10.32%-8.53%
2017
15.21%15.94%
2016
10.16%14.81%
2015
-4.53%-4.05%
2014
4.45%10.21%
2013
31.31%31.21%
2012
15.15%14.57%
2011
-1.13%-0.75%
2010
11.83%13.66%
2009
25.48%24.13%
2008
-37.92%-37.09%
2007
3.61%1.42%
2006
17.86%18.15%
2005
4.78%5.95%
2004
12.97%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.36%-2.17%N/AN/A
2023-1.14%4.51%-3.37%8.95%
2022-1.83%-11.86%-4.78%12.84%
202110.27%5.09%0.29%8.31%
2020-25.11%13.32%5.74%13.23%
201911.63%4.28%1.72%6.96%
2018-2.85%-0.70%5.33%-11.74%
20173.81%1.90%3.28%5.45%
20160.20%1.87%3.08%4.70%
20150.89%-0.69%-8.26%3.86%
20140.86%2.71%-0.58%1.41%
201311.13%1.64%4.77%10.95%
201214.41%-4.90%5.93%-0.09%
20116.53%0.60%-15.57%9.28%
20105.09%-12.15%10.86%9.27%
2009-11.36%17.20%15.29%4.76%
2008-9.33%-4.89%-7.31%-22.33%
20071.45%6.54%-0.08%-4.06%
20064.07%0.40%5.65%6.76%
2005-0.09%1.01%3.26%0.56%
20041.45%1.22%0.30%9.69%
200312.63%N/AN/AN/A

Rank in category (by total return)

YTD54
1-month54
3-month65
1-year71
3-year71
5-year77

Load adjusted returns

1-year11.68%
3-year5.54%
5-year8.53%
10-year6.74%