ATWCX Mutual Fund

ATWCX Mutual Fund

NAV$28.51
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Returns Overview

1 Month
+1.69%
3 Months
+1.34%
6 Months
+7.62%
YTD
+11.79%
1 Year
+19.33%
3 Years (annualized)
+19.97%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.73%

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)
+11.79%
Peer Avg (YTD)
+10.17%
vs Peers
+1.62%

ATWCX Mutual Fund Performance

ATWCX performance across multiple time periods: 1-month 1.69%, YTD 11.79%, 1-year 19.33%, 3-year 19.97%, 5-year 9.83%, 10-year 10.73%.

ATWCX returns outperform the peer average of 10.17% 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.