AWSRX Mutual Fund

AWSRX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
+3.57%
3 Months
+4.71%
6 Months
+8.63%
YTD
+10.02%
1 Year
+16.85%
3 Years (annualized)
+15.80%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSRX 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)
+10.02%
Peer Avg (YTD)
+11.41%
vs Peers
-1.39%

AWSRX Mutual Fund Performance

AWSRX performance across multiple time periods: 1-month 3.57%, YTD 10.02%, 1-year 16.85%, 3-year 15.80%, 5-year 6.95%, 10-year 8.97%.

AWSRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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