AWTCX Mutual Fund

AWTCX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-3.67%
3 Months
-4.97%
6 Months
-2.72%
YTD
-4.70%
1 Year
-5.85%
3 Years (annualized)
+6.86%
5 Years (annualized)
+0.47%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTCX 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)
-4.70%
Peer Avg (YTD)
+4.44%
vs Peers
-9.14%

AWTCX Mutual Fund Performance

AWTCX performance across multiple time periods: 1-month -3.67%, YTD -4.70%, 1-year -5.85%, 3-year 6.86%, 5-year 0.47%, 10-year 6.58%.

AWTCX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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