AWPAX Mutual Fund

AWPAX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
-1.79%
3 Months
-2.50%
6 Months
-3.51%
YTD
-0.92%
1 Year
+0.33%
3 Years (annualized)
+9.85%
5 Years (annualized)
-1.41%
10 Years (annualized)
+5.61%

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
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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 (ex. US) NET
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+5.23%
vs Peers
-6.16%

AWPAX Mutual Fund Performance

AWPAX performance across multiple time periods: 1-month -1.79%, YTD -0.92%, 1-year 0.33%, 3-year 9.85%, 5-year -1.41%, 10-year 5.61%.

AWPAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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