ATWAX Mutual Fund

ATWAX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
-1.03%
3 Months
+0.46%
6 Months
+14.07%
YTD
+11.24%
1 Year
+15.16%
3 Years (annualized)
+19.92%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+9.29%
vs Peers
+1.95%

ATWAX Mutual Fund Performance

ATWAX performance across multiple time periods: 1-month -1.03%, YTD 11.24%, 1-year 15.16%, 3-year 19.92%, 5-year 10.14%, 10-year 11.61%.

ATWAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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