AWSIX Mutual Fund

AWSIX Mutual Fund

NAV$18.32
See how much of AWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.62%
3 Months
+4.84%
6 Months
+8.95%
YTD
+10.37%
1 Year
+17.55%
3 Years (annualized)
+16.43%
5 Years (annualized)
+7.53%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+11.41%
vs Peers
-1.05%

AWSIX Mutual Fund Performance

AWSIX performance across multiple time periods: 1-month 3.62%, YTD 10.37%, 1-year 17.55%, 3-year 16.43%, 5-year 7.53%, 10-year 9.54%.

AWSIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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