OWCIX Mutual Fund

OWCIX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
-2.85%
3 Months
-3.95%
6 Months
-2.05%
YTD
-1.99%
1 Year
-1.34%
3 Years (annualized)
+5.54%
5 Years (annualized)
+0.19%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 1-10 Year US Corporate Index(^ICEBOFA110YUC)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+0.50%
vs Peers
-2.49%

OWCIX Mutual Fund Performance

OWCIX performance across multiple time periods: 1-month -2.85%, YTD -1.99%, 1-year -1.34%, 3-year 5.54%, 5-year 0.19%.

OWCIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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