AWSRX Mutual Fund

AWSRX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
-2.77%
3 Months
+1.09%
6 Months
+12.20%
YTD
+7.40%
1 Year
+8.95%
3 Years (annualized)
+16.60%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSRX 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)
+7.40%
Peer Avg (YTD)
+10.00%
vs Peers
-2.60%

AWSRX Mutual Fund Performance

AWSRX performance across multiple time periods: 1-month -2.77%, YTD 7.40%, 1-year 8.95%, 3-year 16.60%, 5-year 6.95%, 10-year 8.88%.

AWSRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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