OWLLX Mutual Fund

OWLLX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-7.80%
3 Months
-9.93%
6 Months
+2.22%
YTD
+4.81%
1 Year
+9.26%
3 Years (annualized)
+12.90%
5 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWLLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+10.34%
vs Peers
-5.53%

OWLLX Mutual Fund Performance

OWLLX performance across multiple time periods: 1-month -7.80%, YTD 4.81%, 1-year 9.26%, 3-year 12.90%, 5-year 6.64%.

OWLLX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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