OWLLX Mutual Fund

NAV$14.17

Returns Overview

1 Month
+6.73%
3 Months
+13.50%
6 Months
+18.27%
YTD
+16.37%
1 Year
+31.67%
3 Years (annualized)
+14.33%
5 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWLLX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+18.52%
vs Peers
-2.15%

OWLLX Mutual Fund Performance

OWLLX performance across multiple time periods: 1-month 6.73%, YTD 16.37%, 1-year 31.67%, 3-year 14.33%, 5-year 7.12%.

OWLLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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