AWSCX Mutual Fund

AWSCX Mutual Fund

NAV$15.91
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Returns Overview

1 Month
+0.37%
3 Months
+3.28%
6 Months
+7.41%
YTD
+10.16%
1 Year
+14.38%
3 Years (annualized)
+16.93%
5 Years (annualized)
+8.64%
10 Years (annualized)
+9.45%

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)
+10.16%
Peer Avg (YTD)
+12.44%
vs Peers
-2.28%

AWSCX Mutual Fund Performance

AWSCX performance across multiple time periods: 1-month 0.37%, YTD 10.16%, 1-year 14.38%, 3-year 16.93%, 5-year 8.64%, 10-year 9.45%.

AWSCX returns trail the peer average of 12.44% 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.