Optimum Small-Mid Cap Value C (OCSVX)

11.66 -0.01 (-0.09%) USD  |  May 16 2022

OCSVX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Optimum Small-Mid Cap Value C
15.98%
31.69%
-1.81%
-11.66%
17.30%
8.66%
-17.26%
23.37%
0.40%
27.75%
-9.96%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.45%
American Beacon Shapiro SMID Cap Eq C
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-17.39%
25.20%
11.54%
27.11%
-10.88%
Columbia Small Cap Value II C
13.37%
38.80%
3.57%
-3.83%
22.38%
9.83%
-18.28%
19.41%
8.98%
32.71%
-13.41%
Rydex S&P MidCap 400 Pure Value C
14.85%
34.34%
5.89%
-12.84%
27.34%
12.31%
-19.68%
20.83%
5.74%
30.12%
-7.32%
Lord Abbett Focused Small Cap Value C
17.53%
36.80%
-1.21%
1.05%
29.39%
6.45%
-10.22%
19.52%
7.30%
26.28%
-15.25%
As of May 16, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Optimum Small-Mid Cap Value C
-5.66%
-9.47%
-10.73%
-8.77%
8.07%
4.83%
6.74%
3.54%
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6.39%
S&P 500 Total Return
-8.65%
-10.11%
-14.12%
-2.61%
13.57%
12.80%
13.92%
8.90%
8.82%
10.04%
American Beacon Shapiro SMID Cap Eq C
-7.19%
-7.89%
-14.55%
-8.65%
11.59%
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7.66%
Columbia Small Cap Value II C
-8.59%
-10.75%
-17.90%
-8.61%
9.04%
5.90%
9.41%
5.97%
7.90%
7.82%
Rydex S&P MidCap 400 Pure Value C
-4.51%
-8.27%
-9.52%
-8.40%
9.89%
6.87%
9.37%
4.57%
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6.12%
Lord Abbett Focused Small Cap Value C
-7.91%
-14.74%
-17.46%
-14.09%
6.53%
5.69%
9.96%
6.10%
8.83%
11.12%
As of May 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022