AWSAX Mutual Fund

AWSAX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
-2.75%
3 Months
+1.20%
6 Months
+12.37%
YTD
+7.59%
1 Year
+9.33%
3 Years (annualized)
+16.89%
5 Years (annualized)
+7.23%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSAX 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 World Index(MDWO)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+10.00%
vs Peers
-2.40%

AWSAX Mutual Fund Performance

AWSAX performance across multiple time periods: 1-month -2.75%, YTD 7.59%, 1-year 9.33%, 3-year 16.89%, 5-year 7.23%, 10-year 8.68%.

AWSAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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