OWCAX Mutual Fund

OWCAX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.10%
3 Months
-0.72%
6 Months
-2.42%
YTD
-0.73%
1 Year
+1.49%
3 Years (annualized)
+2.75%
5 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWCAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 37Y AAAAA Mun Sec Total Return USD(^ICEBAYAAAAAMSTRUSD)
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+0.17%
vs Peers
-0.91%

OWCAX Mutual Fund Performance

OWCAX performance across multiple time periods: 1-month 0.10%, YTD -0.73%, 1-year 1.49%, 3-year 2.75%, 5-year 0.70%.

OWCAX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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