ATWYX Mutual Fund

NAV$28.68

Returns Overview

1 Month
+0.21%
3 Months
+2.87%
6 Months
+7.38%
YTD
+10.61%
1 Year
+23.24%
3 Years (annualized)
+19.50%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATWYX 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)
+10.61%
Peer Avg (YTD)
+9.13%
vs Peers
+1.47%

ATWYX Mutual Fund Performance

ATWYX performance across multiple time periods: 1-month 0.21%, YTD 10.61%, 1-year 23.24%, 3-year 19.50%, 5-year 10.83%, 10-year 12.10%.

ATWYX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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