AWTAX Mutual Fund

AWTAX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
-3.63%
3 Months
-4.78%
6 Months
-2.29%
YTD
-4.18%
1 Year
-5.12%
3 Years (annualized)
+7.68%
5 Years (annualized)
+1.24%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTAX 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 ACWI Index (Net)
This Mutual Fund (YTD)
-4.18%
Peer Avg (YTD)
+4.44%
vs Peers
-8.62%

AWTAX Mutual Fund Performance

AWTAX performance across multiple time periods: 1-month -3.63%, YTD -4.18%, 1-year -5.12%, 3-year 7.68%, 5-year 1.24%, 10-year 7.39%.

AWTAX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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