AWSRX Mutual Fund

AWSRX Mutual Fund

NAV$18.39
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Returns Overview

1 Month
+2.22%
3 Months
-0.22%
6 Months
+4.48%
YTD
+9.78%
1 Year
+10.36%
3 Years (annualized)
+19.09%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWSRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+20.32%
vs Peers
-10.54%

AWSRX Mutual Fund Performance

AWSRX performance across multiple time periods: 1-month 2.22%, YTD 9.78%, 1-year 10.36%, 3-year 19.09%, 5-year 6.72%, 10-year 9.16%.

AWSRX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

AWSRX vs another fund shows side-by-side returns. AWSRX alternatives are available in the Mutual Fund Screener.