OWSMX Mutual Fund

OWSMX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
-3.68%
3 Months
-3.18%
6 Months
+6.92%
YTD
+7.59%
1 Year
+11.12%
3 Years (annualized)
+14.45%
5 Years (annualized)
+3.67%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OWSMX 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
MSCI All Country World Small Mid Cap Index(MSSUAWON)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+7.86%
vs Peers
-0.27%

OWSMX Mutual Fund Performance

OWSMX performance across multiple time periods: 1-month -3.68%, YTD 7.59%, 1-year 11.12%, 3-year 14.45%, 5-year 3.67%, 10-year 7.56%.

OWSMX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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