OWLSX Mutual Fund

OWLSX Mutual Fund

NAV$22.90
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Returns Overview

1 Month
+0.09%
3 Months
+3.04%
6 Months
+5.58%
YTD
+7.51%
1 Year
+16.11%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.34%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWLSX 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
MSCI All Country World Large Cap Index(^MSACWLC)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+6.23%
vs Peers
+1.27%

OWLSX Mutual Fund Performance

OWLSX performance across multiple time periods: 1-month 0.09%, YTD 7.51%, 1-year 16.11%, 3-year 16.44%, 5-year 8.34%, 10-year 10.12%.

OWLSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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