AWYIX Mutual Fund

AWYIX Mutual Fund

NAV$62.19
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Returns Overview

1 Month
+1.18%
3 Months
+1.55%
6 Months
+1.70%
YTD
+2.17%
1 Year
+7.59%
3 Years (annualized)
+11.51%
5 Years (annualized)
+7.23%
10 Years (annualized)
+11.94%

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)
+2.17%
Peer Avg (YTD)
+6.23%
vs Peers
-4.06%

AWYIX Mutual Fund Performance

AWYIX performance across multiple time periods: 1-month 1.18%, YTD 2.17%, 1-year 7.59%, 3-year 11.51%, 5-year 7.23%, 10-year 11.94%.

AWYIX returns trail the peer average of 6.23% 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.