AWAAX Mutual Fund

AWAAX Mutual Fund

NAV$26.80
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Returns Overview

1 Month
-0.89%
3 Months
+0.72%
6 Months
+14.64%
YTD
+11.71%
1 Year
+15.69%
3 Years (annualized)
+20.29%
5 Years (annualized)
+10.38%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWAAX 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 (Net)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+9.29%
vs Peers
+2.42%

AWAAX Mutual Fund Performance

AWAAX performance across multiple time periods: 1-month -0.89%, YTD 11.71%, 1-year 15.69%, 3-year 20.29%, 5-year 10.38%, 10-year 11.76%.

AWAAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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