AWPCX Mutual Fund

NAV$22.33

Returns Overview

1 Month
-3.92%
3 Months
-1.37%
6 Months
-4.69%
YTD
-0.80%
1 Year
+5.07%
3 Years (annualized)
+6.47%
5 Years (annualized)
-0.26%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWPCX 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 (ex. US) NET
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+8.97%
vs Peers
-9.77%

AWPCX Mutual Fund Performance

AWPCX performance across multiple time periods: 1-month -3.92%, YTD -0.80%, 1-year 5.07%, 3-year 6.47%, 5-year -0.26%, 10-year 5.60%.

AWPCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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