OWLSX Mutual Fund

OWLSX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
-0.92%
3 Months
+1.12%
6 Months
+13.36%
YTD
+8.61%
1 Year
+11.45%
3 Years (annualized)
+18.29%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWLSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Large Cap Index(^MSACWLC)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+8.68%
vs Peers
-0.07%

OWLSX Mutual Fund Performance

OWLSX performance across multiple time periods: 1-month -0.92%, YTD 8.61%, 1-year 11.45%, 3-year 18.29%, 5-year 8.05%, 10-year 10.35%.

OWLSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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