OWFIX Mutual Fund

OWFIX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+0.10%
3 Months
-0.41%
6 Months
-1.65%
YTD
-0.31%
1 Year
+1.00%
3 Years (annualized)
+4.14%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.46%

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)
-0.31%
Peer Avg (YTD)
+2.15%
vs Peers
-2.46%

OWFIX Mutual Fund Performance

OWFIX performance across multiple time periods: 1-month 0.10%, YTD -0.31%, 1-year 1.00%, 3-year 4.14%, 5-year 0.70%, 10-year 1.46%.

OWFIX returns trail the peer average of 2.15% 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.