OWACX Mutual Fund

NAV$27.99

Returns Overview

1 Month
+0.80%
3 Months
+14.25%
6 Months
+9.35%
YTD
+8.97%
1 Year
+16.24%
3 Years (annualized)
+13.33%
5 Years (annualized)
+9.17%
10 Years (annualized)
+13.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+8.97%
vs Peers
+0.00%

OWACX Mutual Fund Performance

OWACX performance across multiple time periods: 1-month 0.80%, YTD 8.97%, 1-year 16.24%, 3-year 13.33%, 5-year 9.17%, 10-year 13.59%.

OWACX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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