ATWAX Mutual Fund

ATWAX Mutual Fund

NAV$28.92
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Returns Overview

1 Month
-0.24%
3 Months
+2.78%
6 Months
+7.59%
YTD
+10.47%
1 Year
+19.90%
3 Years (annualized)
+18.07%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWAX 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(MSEUACWF)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+9.42%
vs Peers
+1.04%

ATWAX Mutual Fund Performance

ATWAX performance across multiple time periods: 1-month -0.24%, YTD 10.47%, 1-year 19.90%, 3-year 18.07%, 5-year 10.32%, 10-year 11.49%.

ATWAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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