AWPCX Mutual Fund

AWPCX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
-1.86%
3 Months
-2.68%
6 Months
-3.86%
YTD
-1.55%
1 Year
-0.45%
3 Years (annualized)
+9.02%
5 Years (annualized)
-2.16%
10 Years (annualized)
+4.81%

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
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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)
-1.55%
Peer Avg (YTD)
+5.23%
vs Peers
-6.79%

AWPCX Mutual Fund Performance

AWPCX performance across multiple time periods: 1-month -1.86%, YTD -1.55%, 1-year -0.45%, 3-year 9.02%, 5-year -2.16%, 10-year 4.81%.

AWPCX returns trail the peer average of 5.23% 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.