AWACX Mutual Fund

AWACX Mutual Fund

NAV$27.24
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Returns Overview

1 Month
-0.99%
3 Months
+0.48%
6 Months
+14.18%
YTD
+11.04%
1 Year
+14.76%
3 Years (annualized)
+18.89%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWACX 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)
+11.04%
Peer Avg (YTD)
+9.29%
vs Peers
+1.75%

AWACX Mutual Fund Performance

AWACX performance across multiple time periods: 1-month -0.99%, YTD 11.04%, 1-year 14.76%, 3-year 18.89%, 5-year 9.28%, 10-year 10.77%.

AWACX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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