OWACX Mutual Fund

OWACX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
+0.66%
3 Months
-0.43%
6 Months
+5.73%
YTD
+6.34%
1 Year
+10.74%
3 Years (annualized)
+14.98%
5 Years (annualized)
+7.84%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWACX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+8.51%
vs Peers
-2.17%

OWACX Mutual Fund Performance

OWACX performance across multiple time periods: 1-month 0.66%, YTD 6.34%, 1-year 10.74%, 3-year 14.98%, 5-year 7.84%, 10-year 13.15%.

OWACX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

OWACX vs another fund shows side-by-side returns. OWACX alternatives are available in the Mutual Fund Screener.