OWSMX Mutual Fund

NAV$19.07

Returns Overview

1 Month
-1.45%
3 Months
+0.85%
6 Months
+1.22%
YTD
+8.85%
1 Year
+19.65%
3 Years (annualized)
+14.35%
5 Years (annualized)
+3.50%
10 Years (annualized)
+7.88%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Small Mid Cap Index(MSSUAWON)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+9.16%
vs Peers
-0.32%

OWSMX Mutual Fund Performance

OWSMX performance across multiple time periods: 1-month -1.45%, YTD 8.85%, 1-year 19.65%, 3-year 14.35%, 5-year 3.50%, 10-year 7.88%.

OWSMX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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