AWTIX Mutual Fund

AWTIX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
-1.07%
3 Months
-1.70%
6 Months
-3.54%
YTD
+0.49%
1 Year
+1.49%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.10%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTIX 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)
+0.49%
Peer Avg (YTD)
+11.31%
vs Peers
-10.82%

AWTIX Mutual Fund Performance

AWTIX performance across multiple time periods: 1-month -1.07%, YTD 0.49%, 1-year 1.49%, 3-year 6.60%, 5-year 2.10%, 10-year 8.44%.

AWTIX returns trail the peer average of 11.31% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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