OWLLX Mutual Fund

OWLLX Mutual Fund

NAV$13.74
See how much of OWLLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.94%
3 Months
+5.45%
6 Months
+8.75%
YTD
+19.38%
1 Year
+29.83%
3 Years (annualized)
+12.99%
5 Years (annualized)
+7.53%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+15.31%
vs Peers
+4.07%

OWLLX Mutual Fund Performance

OWLLX performance across multiple time periods: 1-month 0.94%, YTD 19.38%, 1-year 29.83%, 3-year 12.99%, 5-year 7.53%.

OWLLX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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