AWTCX Mutual Fund

NAV$17.44

Returns Overview

1 Month
+5.04%
3 Months
+2.37%
6 Months
+1.03%
YTD
+0.28%
1 Year
+12.06%
3 Years (annualized)
+9.48%
5 Years (annualized)
+4.03%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWTCX 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
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📉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

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)
+0.28%
Peer Avg (YTD)
+13.49%
vs Peers
-13.21%

AWTCX Mutual Fund Performance

AWTCX performance across multiple time periods: 1-month 5.04%, YTD 0.28%, 1-year 12.06%, 3-year 9.48%, 5-year 4.03%, 10-year 8.15%.

AWTCX returns trail the peer average of 13.49% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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