AWWIX Mutual Fund

AWWIX Mutual Fund

NAV$17.42

Returns Overview

1 Month
+1.80%
3 Months
+8.38%
6 Months
+4.95%
YTD
+3.48%
1 Year
+11.66%
3 Years (annualized)
+12.39%
5 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWWIX 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 ex US Index
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+8.97%
vs Peers
-5.49%

AWWIX Mutual Fund Performance

AWWIX performance across multiple time periods: 1-month 1.80%, YTD 3.48%, 1-year 11.66%, 3-year 12.39%, 5-year 6.18%.

AWWIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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