ATWCX Mutual Fund

ATWCX Mutual Fund

NAV$28.71
See how much of ATWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.08%
3 Months
+0.28%
6 Months
+13.63%
YTD
+10.59%
1 Year
+17.89%
3 Years (annualized)
+19.97%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWCX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+9.29%
vs Peers
+1.30%

ATWCX Mutual Fund Performance

ATWCX performance across multiple time periods: 1-month -1.08%, YTD 10.59%, 1-year 17.89%, 3-year 19.97%, 5-year 9.83%, 10-year 10.73%.

ATWCX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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