AWIIX Mutual Fund

NAV$15.32

Returns Overview

1 Month
-1.56%
3 Months
+3.44%
6 Months
-0.06%
YTD
-0.13%
1 Year
+3.81%
3 Years (annualized)
+7.58%
5 Years (annualized)
+4.91%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWIIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+5.87%
vs Peers
-5.99%

AWIIX Mutual Fund Performance

AWIIX performance across multiple time periods: 1-month -1.56%, YTD -0.13%, 1-year 3.81%, 3-year 7.58%, 5-year 4.91%, 10-year 8.29%.

AWIIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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