OWCAX Mutual Fund

OWCAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-3.12%
3 Months
-4.21%
6 Months
-3.22%
YTD
-3.83%
1 Year
-2.60%
3 Years (annualized)
+2.75%
5 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 37Y AAAAA Mun Sec Total Return USD(^ICEBAYAAAAAMSTRUSD)
This Mutual Fund (YTD)
-3.83%
Peer Avg (YTD)
-3.88%
vs Peers
+0.05%

OWCAX Mutual Fund Performance

OWCAX performance across multiple time periods: 1-month -3.12%, YTD -3.83%, 1-year -2.60%, 3-year 2.75%, 5-year 0.70%.

OWCAX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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