OWLSX Mutual Fund

NAV$22.88

Returns Overview

1 Month
-0.67%
3 Months
+12.10%
6 Months
+7.93%
YTD
+7.41%
1 Year
+17.25%
3 Years (annualized)
+17.61%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.53%

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
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
MSCI All Country World Large Cap Index(^MSACWLC)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+8.97%
vs Peers
-1.56%

OWLSX Mutual Fund Performance

OWLSX performance across multiple time periods: 1-month -0.67%, YTD 7.41%, 1-year 17.25%, 3-year 17.61%, 5-year 8.50%, 10-year 10.53%.

OWLSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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