AWPAX Mutual Fund

AWPAX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
-2.11%
3 Months
-3.53%
6 Months
+7.27%
YTD
+0.88%
1 Year
+2.15%
3 Years (annualized)
+7.78%
5 Years (annualized)
-0.97%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPAX 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 (ex. US) NET
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+8.68%
vs Peers
-7.80%

AWPAX Mutual Fund Performance

AWPAX performance across multiple time periods: 1-month -2.11%, YTD 0.88%, 1-year 2.15%, 3-year 7.78%, 5-year -0.97%, 10-year 5.80%.

AWPAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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