AWSHX Mutual Fund

AWSHX Mutual Fund

NAV$68.50
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Returns Overview

1 Month
+1.57%
3 Months
+5.02%
6 Months
+7.11%
YTD
+8.33%
1 Year
+16.05%
3 Years (annualized)
+17.09%
5 Years (annualized)
+12.38%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSHX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+9.41%
vs Peers
-1.08%

AWSHX Mutual Fund Performance

AWSHX performance across multiple time periods: 1-month 1.57%, YTD 8.33%, 1-year 16.05%, 3-year 17.09%, 5-year 12.38%, 10-year 13.26%.

AWSHX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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