OWFIX Mutual Fund

OWFIX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
-0.50%
3 Months
-0.51%
6 Months
-0.51%
YTD
-0.41%
1 Year
+2.19%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWFIX 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
ICE Bank of America Merrill Lynch 1-10 Year AAA-A US Corporate & Government Index(^IBML10YUC)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+0.12%
vs Peers
-0.53%

OWFIX Mutual Fund Performance

OWFIX performance across multiple time periods: 1-month -0.50%, YTD -0.41%, 1-year 2.19%, 3-year 3.72%, 5-year 0.46%, 10-year 1.32%.

OWFIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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