OWTEX Mutual Fund

NAV$12.41

Returns Overview

1 Month
+0.16%
3 Months
+12.09%
6 Months
+8.13%
YTD
+7.65%
1 Year
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWTEX 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

This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+9.13%
vs Peers
-1.48%

OWTEX Mutual Fund Performance

OWTEX performance across multiple time periods: 1-month 0.16%, YTD 7.65%, 1-year 16.46%.

OWTEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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