OWNYX Mutual Fund

OWNYX Mutual Fund

NAV$9.52
See how much of OWNYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.77%
3 Months
-3.85%
6 Months
-2.78%
YTD
-3.20%
1 Year
-2.10%
3 Years (annualized)
+2.70%
5 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWNYX 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
MSCI WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
-3.20%
Peer Avg (YTD)
-3.84%
vs Peers
+0.64%

OWNYX Mutual Fund Performance

OWNYX performance across multiple time periods: 1-month -2.77%, YTD -3.20%, 1-year -2.10%, 3-year 2.70%, 5-year 0.60%.

OWNYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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