AWTIX Mutual Fund

AWTIX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
-3.62%
3 Months
-4.75%
6 Months
-2.19%
YTD
-3.98%
1 Year
-4.92%
3 Years (annualized)
+7.99%
5 Years (annualized)
+1.53%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTIX 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)
-3.98%
Peer Avg (YTD)
+4.44%
vs Peers
-8.42%

AWTIX Mutual Fund Performance

AWTIX performance across multiple time periods: 1-month -3.62%, YTD -3.98%, 1-year -4.92%, 3-year 7.99%, 5-year 1.53%, 10-year 7.69%.

AWTIX returns trail the peer average of 4.44% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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