AWSRX Mutual Fund

NAV$18.28

Returns Overview

1 Month
-0.57%
3 Months
+10.98%
6 Months
+6.95%
YTD
+6.23%
1 Year
+13.49%
3 Years (annualized)
+15.22%
5 Years (annualized)
+6.49%
10 Years (annualized)
+9.09%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+9.49%
vs Peers
-3.25%

AWSRX Mutual Fund Performance

AWSRX performance across multiple time periods: 1-month -0.57%, YTD 6.23%, 1-year 13.49%, 3-year 15.22%, 5-year 6.49%, 10-year 9.09%.

AWSRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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