AWTAX Mutual Fund

AWTAX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
-1.09%
3 Months
-1.75%
6 Months
-3.69%
YTD
+0.32%
1 Year
+1.22%
3 Years (annualized)
+6.28%
5 Years (annualized)
+1.81%
10 Years (annualized)
+7.39%

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
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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 ACWI Index (Net)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+11.31%
vs Peers
-10.99%

AWTAX Mutual Fund Performance

AWTAX performance across multiple time periods: 1-month -1.09%, YTD 0.32%, 1-year 1.22%, 3-year 6.28%, 5-year 1.81%, 10-year 7.39%.

AWTAX returns trail the peer average of 11.31% 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.