AWPZX Mutual Fund

AWPZX Mutual Fund

NAV$21.99
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Returns Overview

1 Month
-2.08%
3 Months
-3.44%
6 Months
+7.42%
YTD
+1.10%
1 Year
+2.40%
3 Years (annualized)
+8.05%
5 Years (annualized)
+0.38%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPZX 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)
+1.10%
Peer Avg (YTD)
+8.68%
vs Peers
-7.59%

AWPZX Mutual Fund Performance

AWPZX performance across multiple time periods: 1-month -2.08%, YTD 1.10%, 1-year 2.40%, 3-year 8.05%, 5-year 0.38%, 10-year 5.95%.

AWPZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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