ATWAX Mutual Fund

NAV$28.32

Returns Overview

1 Month
-0.88%
3 Months
+2.13%
6 Months
+6.91%
YTD
+9.77%
1 Year
+22.92%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.55%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+9.13%
vs Peers
+0.64%

ATWAX Mutual Fund Performance

ATWAX performance across multiple time periods: 1-month -0.88%, YTD 9.77%, 1-year 22.92%, 3-year 19.20%, 5-year 10.55%, 10-year 11.52%.

ATWAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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