USAWX Mutual Fund

USAWX Mutual Fund

NAV$35.92
See how much of USAWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.43%
3 Months
+2.98%
6 Months
+9.13%
YTD
+14.18%
1 Year
+23.36%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.55%
10 Years (annualized)
+12.46%

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)
+14.18%
Peer Avg (YTD)
+10.17%
vs Peers
+4.01%

USAWX Mutual Fund Performance

USAWX performance across multiple time periods: 1-month 2.43%, YTD 14.18%, 1-year 23.36%, 3-year 20.09%, 5-year 10.55%, 10-year 12.46%.

USAWX returns outperform the peer average of 10.17% 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.