AWSIX Mutual Fund

AWSIX Mutual Fund

NAV$18.55
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Returns Overview

1 Month
-2.73%
3 Months
+1.22%
6 Months
+12.55%
YTD
+7.82%
1 Year
+9.57%
3 Years (annualized)
+17.22%
5 Years (annualized)
+7.53%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSIX 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)
+7.82%
Peer Avg (YTD)
+10.00%
vs Peers
-2.18%

AWSIX Mutual Fund Performance

AWSIX performance across multiple time periods: 1-month -2.73%, YTD 7.82%, 1-year 9.57%, 3-year 17.22%, 5-year 7.53%, 10-year 9.45%.

AWSIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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