AWPIX Mutual Fund

AWPIX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-0.30%
3 Months
+11.26%
6 Months
+5.81%
YTD
+4.63%
1 Year
+6.04%
3 Years (annualized)
+7.46%
5 Years (annualized)
+0.69%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPIX 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)
+4.63%
Peer Avg (YTD)
+8.97%
vs Peers
-4.34%

AWPIX Mutual Fund Performance

AWPIX performance across multiple time periods: 1-month -0.30%, YTD 4.63%, 1-year 6.04%, 3-year 7.46%, 5-year 0.69%, 10-year 6.67%.

AWPIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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