ATWYX Mutual Fund

ATWYX Mutual Fund

NAV$29.11
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Returns Overview

1 Month
-0.99%
3 Months
+0.52%
6 Months
+14.23%
YTD
+11.45%
1 Year
+15.45%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWYX 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)
+11.45%
Peer Avg (YTD)
+9.29%
vs Peers
+2.16%

ATWYX Mutual Fund Performance

ATWYX performance across multiple time periods: 1-month -0.99%, YTD 11.45%, 1-year 15.45%, 3-year 19.95%, 5-year 10.27%, 10-year 11.82%.

ATWYX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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