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| Side by side | OVT |
|---|---|
| Strategy | Bonds & Cash · Core aggregate |
| Expense ratio | 0.79% |
| Cost per year on $10k | $79 |
| Trailing 12-mo yield | 7.77% |
| Income per year on $10k | $777 |
| YTD | +1.8% |
| 1 year | +2.5% |
| 3 years · per year | +7.7% |
| 5 years · per year | +2.8% |
| Worst drop · 1Y | −2.0% |
| Volatility · 1Y | 4.1% |
| Holdings | 11 |
| Assets | $62M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.