AWIIX Mutual Fund

AWIIX Mutual Fund

NAV$15.31
See how much of AWIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.83%
3 Months
+1.44%
6 Months
+1.77%
YTD
+1.70%
1 Year
+6.13%
3 Years (annualized)
+7.70%
5 Years (annualized)
+4.92%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWIIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+5.54%
vs Peers
-3.84%

AWIIX Mutual Fund Performance

AWIIX performance across multiple time periods: 1-month 1.83%, YTD 1.70%, 1-year 6.13%, 3-year 7.70%, 5-year 4.92%, 10-year 8.14%.

AWIIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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