AWPCX Mutual Fund

AWPCX Mutual Fund

NAV$23.02
See how much of AWPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.90%
3 Months
-1.21%
6 Months
-1.13%
YTD
+2.25%
1 Year
+5.25%
3 Years (annualized)
+4.59%
5 Years (annualized)
-1.05%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPCX 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
MSCI ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+6.23%
vs Peers
-3.98%

AWPCX Mutual Fund Performance

AWPCX performance across multiple time periods: 1-month -2.90%, YTD 2.25%, 1-year 5.25%, 3-year 4.59%, 5-year -1.05%, 10-year 5.01%.

AWPCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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