OWTEX Mutual Fund

OWTEX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
-0.82%
3 Months
+2.27%
6 Months
+4.84%
YTD
+6.77%
1 Year
+14.21%

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
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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

This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+9.42%
vs Peers
-2.65%

OWTEX Mutual Fund Performance

OWTEX performance across multiple time periods: 1-month -0.82%, YTD 6.77%, 1-year 14.21%.

OWTEX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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