ATWCX Mutual Fund

ATWCX Mutual Fund

NAV$28.73
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Returns Overview

1 Month
-0.32%
3 Months
+2.57%
6 Months
+7.19%
YTD
+9.93%
1 Year
+18.96%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.99%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWCX 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)
+9.93%
Peer Avg (YTD)
+9.42%
vs Peers
+0.51%

ATWCX Mutual Fund Performance

ATWCX performance across multiple time periods: 1-month -0.32%, YTD 9.93%, 1-year 18.96%, 3-year 18.12%, 5-year 9.99%, 10-year 10.60%.

ATWCX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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