AWACX Mutual Fund

NAV$26.71

Returns Overview

1 Month
-0.78%
3 Months
+2.30%
6 Months
+6.93%
YTD
+9.65%
1 Year
+22.22%
3 Years (annualized)
+18.35%
5 Years (annualized)
+9.80%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWACX 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)
+9.65%
Peer Avg (YTD)
+9.13%
vs Peers
+0.52%

AWACX Mutual Fund Performance

AWACX performance across multiple time periods: 1-month -0.78%, YTD 9.65%, 1-year 22.22%, 3-year 18.35%, 5-year 9.80%, 10-year 11.03%.

AWACX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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