AWTAX Mutual Fund

AWTAX Mutual Fund

NAV$19.38
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+5.13%
3 Months
+2.61%
6 Months
+1.42%
YTD
+0.63%
1 Year
+12.05%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.70%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTAX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+13.49%
vs Peers
-12.86%

AWTAX Mutual Fund Performance

AWTAX performance across multiple time periods: 1-month 5.13%, YTD 0.63%, 1-year 12.05%, 3-year 10.10%, 5-year 4.70%, 10-year 8.63%.

AWTAX returns trail the peer average of 13.49% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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