AWIIX Mutual Fund

AWIIX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
+1.66%
3 Months
+1.90%
6 Months
+2.84%
YTD
+3.39%
1 Year
+5.71%
3 Years (annualized)
+8.96%
5 Years (annualized)
+4.88%
10 Years (annualized)
+8.18%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+6.28%
vs Peers
-2.90%

AWIIX Mutual Fund Performance

AWIIX performance across multiple time periods: 1-month 1.66%, YTD 3.39%, 1-year 5.71%, 3-year 8.96%, 5-year 4.88%, 10-year 8.18%.

AWIIX returns trail the peer average of 6.28% 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.