USAWX Mutual Fund

USAWX Mutual Fund

NAV$36.18
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Returns Overview

1 Month
-1.82%
3 Months
+1.42%
6 Months
+13.97%
YTD
+12.10%
1 Year
+17.58%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.55%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAWX 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
Lipper Global Funds Index
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.29%
vs Peers
+2.81%

USAWX Mutual Fund Performance

USAWX performance across multiple time periods: 1-month -1.82%, YTD 12.10%, 1-year 17.58%, 3-year 20.09%, 5-year 10.55%, 10-year 12.46%.

USAWX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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