OWSBX Mutual Fund

OWSBX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
-0.62%
3 Months
-0.23%
6 Months
+0.27%
YTD
+0.46%
1 Year
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWSBX 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
ICE BofA 1-12 Year AAA-AA Municipal Bond Index(U0T6)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+0.50%
vs Peers
-0.04%

OWSBX Mutual Fund Performance

OWSBX performance across multiple time periods: 1-month -0.62%, YTD 0.46%, 1-year 1.51%.

OWSBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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