AWPZX Mutual Fund

AWPZX Mutual Fund

NAV$22.87
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.30%
3 Months
+11.25%
6 Months
+5.81%
YTD
+4.70%
1 Year
+6.11%
3 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPZX 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)
+4.70%
Peer Avg (YTD)
+8.97%
vs Peers
-4.27%

AWPZX Mutual Fund Performance

AWPZX performance across multiple time periods: 1-month -0.30%, YTD 4.70%, 1-year 6.11%, 3-year 7.56%.

AWPZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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