OWCIX Mutual Fund

NAV$7.82

Returns Overview

1 Month
+0.45%
3 Months
+1.98%
6 Months
+2.04%
YTD
+2.04%
1 Year
+5.71%
3 Years (annualized)
+5.12%
5 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWCIX 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
ICE BofA 1-10 Year US Corporate Index(^ICEBOFA110YUC)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+3.23%
vs Peers
-1.19%

OWCIX Mutual Fund Performance

OWCIX performance across multiple time periods: 1-month 0.45%, YTD 2.04%, 1-year 5.71%, 3-year 5.12%, 5-year 0.40%.

OWCIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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