AWAAX Mutual Fund

NAV$26.25

Returns Overview

1 Month
-0.68%
3 Months
+2.54%
6 Months
+7.32%
YTD
+10.16%
1 Year
+23.16%
3 Years (annualized)
+19.23%
5 Years (annualized)
+10.63%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWAAX 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 (Net)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+9.13%
vs Peers
+1.02%

AWAAX Mutual Fund Performance

AWAAX performance across multiple time periods: 1-month -0.68%, YTD 10.16%, 1-year 23.16%, 3-year 19.23%, 5-year 10.63%, 10-year 11.87%.

AWAAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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