AWSHX Mutual Fund

AWSHX Mutual Fund

NAV$66.61
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Returns Overview

1 Month
+0.76%
3 Months
+3.83%
6 Months
+11.47%
YTD
+9.83%
1 Year
+14.40%
3 Years (annualized)
+28.92%
5 Years (annualized)
+21.04%
10 Years (annualized)
+21.01%

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)
+9.83%
Peer Avg (YTD)
+11.21%
vs Peers
-1.38%

AWSHX Mutual Fund Performance

AWSHX performance across multiple time periods: 1-month 0.76%, YTD 9.83%, 1-year 14.40%, 3-year 28.92%, 5-year 21.04%, 10-year 21.01%.

AWSHX returns trail the peer average of 11.21% 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.