AWSYX Mutual Fund

AWSYX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-2.74%
3 Months
+1.20%
6 Months
+12.54%
YTD
+7.83%
1 Year
+9.56%
3 Years (annualized)
+17.19%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSYX 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)
+7.83%
Peer Avg (YTD)
+10.00%
vs Peers
-2.17%

AWSYX Mutual Fund Performance

AWSYX performance across multiple time periods: 1-month -2.74%, YTD 7.83%, 1-year 9.56%, 3-year 17.19%, 5-year 7.50%, 10-year 9.29%.

AWSYX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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