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Optimum Large Cap Value Instl (OILVX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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18.79

0.00

(0.00%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★

Number of years up15

Number of years down5

Best 1-yr total return (27 June 2024)32.52%

Worst 1-yr total return (27 June 2024)N/A

Risk statistics

3 years

OILVXCategory average

5 years

OILVXCategory average

10 years

OILVXCategory average

Alpha

-1.98-0.01

-2.84-0.03

-3.39-0.03

BETA

0.820.01

0.90.01

0.920.01

Mean annual return

0.620.01

1.010.01

0.740.01

R-squared

85.70.78

88.380.83

89.870.84

Standard deviation

15.840.17

17.370.19

14.80.16

Sharpe ratio

0.270

0.570

0.490.01

Treynor ratio

3.780.04

9.890.07

7.020.08