Optimum Small-Mid Cap Value Instl (OISVX)

14.64 -0.07 (-0.48%) USD  |  May 19 2022

OISVX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Optimum Small-Mid Cap Value Instl
17.10%
33.08%
-0.86%
-10.76%
18.43%
9.75%
-16.39%
24.58%
1.42%
29.11%
-10.57%
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%
-17.68%
AB Discovery Value Z
18.45%
37.71%
9.05%
-5.51%
24.79%
13.08%
-14.98%
20.17%
3.45%
35.84%
-15.40%
SEI Small Cap Value I (SIMT)
15.12%
35.28%
2.23%
-4.72%
20.26%
7.33%
-17.14%
21.73%
0.76%
29.18%
-10.89%
AMG River Road Small-Mid Cap Value I
15.90%
28.03%
0.01%
-2.70%
27.51%
15.75%
-6.18%
32.60%
2.03%
23.64%
-9.19%
MFS New Discovery Value I
20.49%
39.65%
3.22%
-2.91%
26.47%
14.83%
-11.08%
33.62%
3.67%
33.74%
-11.58%
As of May 19, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Optimum Small-Mid Cap Value Instl
-8.21%
-8.16%
-9.22%
-6.94%
9.17%
5.93%
8.01%
4.46%
--
7.39%
S&P 500 Total Return
-12.44%
-9.96%
-16.36%
-3.86%
12.78%
12.37%
13.87%
8.66%
8.63%
9.95%
AB Discovery Value Z
-9.95%
-11.50%
-14.98%
-10.39%
8.51%
6.67%
11.02%
7.14%
8.93%
9.97%
SEI Small Cap Value I (SIMT)
-8.04%
-8.37%
-10.35%
-8.50%
8.02%
5.18%
8.46%
4.77%
6.90%
8.96%
AMG River Road Small-Mid Cap Value I
-7.81%
-3.30%
-7.03%
-5.94%
8.65%
9.10%
11.45%
7.45%
--
7.59%
MFS New Discovery Value I
-9.33%
-9.38%
-11.00%
-4.53%
11.91%
10.65%
13.07%
--
--
11.44%
As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2022