ANWPX Mutual Fund

ANWPX Mutual Fund

NAV$75.39
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Returns Overview

1 Month
-0.72%
3 Months
-0.23%
6 Months
+12.71%
YTD
+6.13%
1 Year
+9.32%
3 Years (annualized)
+17.30%
5 Years (annualized)
+7.47%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANWPX 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 Index
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+8.67%
vs Peers
-2.54%

ANWPX Mutual Fund Performance

ANWPX performance across multiple time periods: 1-month -0.72%, YTD 6.13%, 1-year 9.32%, 3-year 17.30%, 5-year 7.47%, 10-year 13.19%.

ANWPX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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