AWYIX Mutual Fund

AWYIX Mutual Fund

NAV$66.39
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Returns Overview

1 Month
+7.00%
3 Months
+1.85%
6 Months
+3.43%
YTD
+4.06%
1 Year
+7.60%
3 Years (annualized)
+15.76%
5 Years (annualized)
+6.05%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWYIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+5.23%
vs Peers
-1.17%

AWYIX Mutual Fund Performance

AWYIX performance across multiple time periods: 1-month 7.00%, YTD 4.06%, 1-year 7.60%, 3-year 15.76%, 5-year 6.05%, 10-year 11.88%.

AWYIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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