OWSMX Mutual Fund

OWSMX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
-2.26%
3 Months
+0.26%
6 Months
+3.14%
YTD
+8.62%
1 Year
+17.48%
3 Years (annualized)
+11.95%
5 Years (annualized)
+3.16%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWSMX 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 Small Mid Cap Index(MSSUAWON)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+8.67%
vs Peers
-0.05%

OWSMX Mutual Fund Performance

OWSMX performance across multiple time periods: 1-month -2.26%, YTD 8.62%, 1-year 17.48%, 3-year 11.95%, 5-year 3.16%, 10-year 7.20%.

OWSMX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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