OWMBX Mutual Fund

OWMBX Mutual Fund

NAV$11.03
See how much of OWMBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.18%
3 Months
-0.76%
6 Months
-2.08%
YTD
-0.56%
1 Year
+1.72%
3 Years (annualized)
+2.58%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWMBX 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
Bloomberg Barclays Municipal Total Return USD(^BBMUTR)
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
+0.15%
vs Peers
-0.71%

OWMBX Mutual Fund Performance

OWMBX performance across multiple time periods: 1-month 0.18%, YTD -0.56%, 1-year 1.72%, 3-year 2.58%, 5-year 0.40%, 10-year 1.12%.

OWMBX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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