AWSSX Mutual Fund

AWSSX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-2.72%
3 Months
+1.22%
6 Months
+12.60%
YTD
+7.87%
1 Year
+9.68%
3 Years (annualized)
+17.30%
5 Years (annualized)
+7.60%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSSX 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)
+7.87%
Peer Avg (YTD)
+10.00%
vs Peers
-2.13%

AWSSX Mutual Fund Performance

AWSSX performance across multiple time periods: 1-month -2.72%, YTD 7.87%, 1-year 9.68%, 3-year 17.30%, 5-year 7.60%, 10-year 9.58%.

AWSSX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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