AWSCX Mutual Fund

AWSCX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
+3.56%
3 Months
+4.62%
6 Months
+8.37%
YTD
+9.76%
1 Year
+16.31%
3 Years (annualized)
+15.22%
5 Years (annualized)
+6.44%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSCX 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)
+9.76%
Peer Avg (YTD)
+11.41%
vs Peers
-1.66%

AWSCX Mutual Fund Performance

AWSCX performance across multiple time periods: 1-month 3.56%, YTD 9.76%, 1-year 16.31%, 3-year 15.22%, 5-year 6.44%, 10-year 8.44%.

AWSCX returns trail the peer average of 11.41% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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