USAWX Mutual Fund

USAWX Mutual Fund

NAV$36.45
See how much of USAWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.85%
3 Months
+4.76%
6 Months
+8.57%
YTD
+11.47%
1 Year
+23.67%
3 Years (annualized)
+18.19%
5 Years (annualized)
+10.55%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USAWX 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
Lipper Global Funds Index
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+9.42%
vs Peers
+2.05%

USAWX Mutual Fund Performance

USAWX performance across multiple time periods: 1-month 0.85%, YTD 11.47%, 1-year 23.67%, 3-year 18.19%, 5-year 10.55%, 10-year 12.30%.

USAWX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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