ANWPX Mutual Fund

ANWPX Mutual Fund

NAV$75.63
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Returns Overview

1 Month
-1.91%
3 Months
+2.60%
6 Months
+2.35%
YTD
+4.34%
1 Year
+12.72%
3 Years (annualized)
+15.39%
5 Years (annualized)
+6.69%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANWPX 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
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📉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 All Country World Index
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+6.23%
vs Peers
-1.90%

ANWPX Mutual Fund Performance

ANWPX performance across multiple time periods: 1-month -1.91%, YTD 4.34%, 1-year 12.72%, 3-year 15.39%, 5-year 6.69%, 10-year 12.39%.

ANWPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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