AWSCX Mutual Fund

AWSCX Mutual Fund

NAV$16.21
See how much of AWSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.81%
3 Months
+1.02%
6 Months
+11.96%
YTD
+7.07%
1 Year
+8.48%
3 Years (annualized)
+16.93%
5 Years (annualized)
+8.64%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+10.00%
vs Peers
-2.93%

AWSCX Mutual Fund Performance

AWSCX performance across multiple time periods: 1-month -2.81%, YTD 7.07%, 1-year 8.48%, 3-year 16.93%, 5-year 8.64%, 10-year 9.45%.

AWSCX returns trail the peer average of 10.00% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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