AWPYX Mutual Fund

AWPYX Mutual Fund

NAV$23.41
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Returns Overview

1 Month
-2.78%
3 Months
-0.95%
6 Months
-0.65%
YTD
+2.86%
1 Year
+6.37%
3 Years (annualized)
+5.66%
5 Years (annualized)
-0.04%
10 Years (annualized)
+6.87%

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
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📉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)
+2.86%
Peer Avg (YTD)
+6.23%
vs Peers
-3.37%

AWPYX Mutual Fund Performance

AWPYX performance across multiple time periods: 1-month -2.78%, YTD 2.86%, 1-year 6.37%, 3-year 5.66%, 5-year -0.04%, 10-year 6.87%.

AWPYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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