AWIIX Mutual Fund

AWIIX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-2.60%
3 Months
+0.83%
6 Months
+4.30%
YTD
+0.70%
1 Year
+1.28%
3 Years (annualized)
+8.96%
5 Years (annualized)
+4.88%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWIIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+4.96%
vs Peers
-4.26%

AWIIX Mutual Fund Performance

AWIIX performance across multiple time periods: 1-month -2.60%, YTD 0.70%, 1-year 1.28%, 3-year 8.96%, 5-year 4.88%, 10-year 8.18%.

AWIIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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