AWTIX Mutual Fund

AWTIX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
+3.20%
3 Months
-0.65%
6 Months
-2.33%
YTD
-0.92%
1 Year
-1.28%
3 Years (annualized)
+11.71%
5 Years (annualized)
+1.71%
10 Years (annualized)
+8.11%

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)
-0.92%
Peer Avg (YTD)
+5.18%
vs Peers
-6.09%

AWTIX Mutual Fund Performance

AWTIX performance across multiple time periods: 1-month 3.20%, YTD -0.92%, 1-year -1.28%, 3-year 11.71%, 5-year 1.71%, 10-year 8.11%.

AWTIX returns trail the peer average of 5.18% 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.