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Optimum Large Cap Value Instl (OILVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.80-0.02 (-0.11%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)32.52%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
OILVXCategory average
5 years
OILVXCategory average
10 years
OILVXCategory average
Alpha
-2.12-0.01
-3.55-0.03
-3.68-0.03
BETA
0.820.01
0.890.01
0.920.01
Mean annual return
0.640.01
0.890.01
0.720.01
R-squared
85.240.78
87.30.83
89.290.84
Standard deviation
15.820.17
17.210.19
14.80.16
Sharpe ratio
0.270
0.490
0.480.01
Treynor ratio
3.870.04
8.210.07
6.780.08