ANWPX Mutual Fund

ANWPX Mutual Fund

NAV$73.61
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Returns Overview

1 Month
-2.79%
3 Months
-1.12%
6 Months
+1.45%
YTD
+3.17%
1 Year
+4.23%
3 Years (annualized)
+19.14%
5 Years (annualized)
+6.19%
10 Years (annualized)
+12.93%

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
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 All Country World Index
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+5.23%
vs Peers
-2.06%

ANWPX Mutual Fund Performance

ANWPX performance across multiple time periods: 1-month -2.79%, YTD 3.17%, 1-year 4.23%, 3-year 19.14%, 5-year 6.19%, 10-year 12.93%.

ANWPX returns trail the peer average of 5.23% 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.