AWSIX Mutual Fund

NAV$18.92

Returns Overview

1 Month
-0.50%
3 Months
+11.19%
6 Months
+7.28%
YTD
+6.52%
1 Year
+14.11%
3 Years (annualized)
+15.83%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+9.49%
vs Peers
-2.97%

AWSIX Mutual Fund Performance

AWSIX performance across multiple time periods: 1-month -0.50%, YTD 6.52%, 1-year 14.11%, 3-year 15.83%, 5-year 7.07%, 10-year 9.66%.

AWSIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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