AWPIX Mutual Fund

AWPIX Mutual Fund

NAV$22.53
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Returns Overview

1 Month
-2.07%
3 Months
-3.45%
6 Months
+7.43%
YTD
+1.02%
1 Year
+2.34%
3 Years (annualized)
+7.98%
5 Years (annualized)
-0.84%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPIX 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
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📉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)
+1.02%
Peer Avg (YTD)
+8.68%
vs Peers
-7.66%

AWPIX Mutual Fund Performance

AWPIX performance across multiple time periods: 1-month -2.07%, YTD 1.02%, 1-year 2.34%, 3-year 7.98%, 5-year -0.84%, 10-year 6.03%.

AWPIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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