AWSAX Mutual Fund

AWSAX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
+2.26%
3 Months
-0.11%
6 Months
+4.68%
YTD
+10.02%
1 Year
+10.67%
3 Years (annualized)
+19.40%
5 Years (annualized)
+7.00%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSAX 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 World Index(MDWO)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+12.44%
vs Peers
-2.41%

AWSAX Mutual Fund Performance

AWSAX performance across multiple time periods: 1-month 2.26%, YTD 10.02%, 1-year 10.67%, 3-year 19.40%, 5-year 7.00%, 10-year 8.96%.

AWSAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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