AWPYX Mutual Fund

NAV$23.57

Returns Overview

1 Month
-0.25%
3 Months
+11.27%
6 Months
+5.80%
YTD
+4.68%
1 Year
+6.09%
3 Years (annualized)
+7.54%
5 Years (annualized)
+1.94%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+8.97%
vs Peers
-4.29%

AWPYX Mutual Fund Performance

AWPYX performance across multiple time periods: 1-month -0.25%, YTD 4.68%, 1-year 6.09%, 3-year 7.54%, 5-year 1.94%, 10-year 7.47%.

AWPYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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