AWPAX Mutual Fund

NAV$22.32

Returns Overview

1 Month
-0.26%
3 Months
+11.20%
6 Months
+5.70%
YTD
+4.57%
1 Year
+5.84%
3 Years (annualized)
+7.29%
5 Years (annualized)
+0.50%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+8.97%
vs Peers
-4.40%

AWPAX Mutual Fund Performance

AWPAX performance across multiple time periods: 1-month -0.26%, YTD 4.57%, 1-year 5.84%, 3-year 7.29%, 5-year 0.50%, 10-year 6.41%.

AWPAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

AWPAX performance comparison shows side-by-side returns with another fund. AWPAX alternatives are available in the Mutual Fund Screener.