ATWAX Mutual Fund

ATWAX Mutual Fund

NAV$28.44
See how much of ATWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
-1.12%
6 Months
+1.62%
YTD
+9.22%
1 Year
+11.15%
3 Years (annualized)
+21.58%
5 Years (annualized)
+9.30%
10 Years (annualized)
+11.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+8.05%
vs Peers
+1.17%

ATWAX Mutual Fund Performance

ATWAX performance across multiple time periods: 1-month -1.81%, YTD 9.22%, 1-year 11.15%, 3-year 21.58%, 5-year 9.30%, 10-year 11.48%.

ATWAX returns outperform the peer average of 8.05% 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.