OWFIX Mutual Fund

NAV$10.01

Returns Overview

1 Month
-0.01%
3 Months
+0.19%
6 Months
+0.09%
YTD
+0.09%
1 Year
+2.50%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWFIX 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 Bank of America Merrill Lynch 1-10 Year AAA-A US Corporate & Government Index(^IBML10YUC)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+3.23%
vs Peers
-3.14%

OWFIX Mutual Fund Performance

OWFIX performance across multiple time periods: 1-month -0.01%, YTD 0.09%, 1-year 2.50%, 3-year 3.89%, 5-year 0.70%, 10-year 1.39%.

OWFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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