AWYIX Mutual Fund

NAV$64.61

Returns Overview

1 Month
+1.81%
3 Months
+3.41%
6 Months
+1.13%
YTD
+2.31%
1 Year
+6.70%
3 Years (annualized)
+10.44%
5 Years (annualized)
+6.69%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWYIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+8.97%
vs Peers
-6.66%

AWYIX Mutual Fund Performance

AWYIX performance across multiple time periods: 1-month 1.81%, YTD 2.31%, 1-year 6.70%, 3-year 10.44%, 5-year 6.69%, 10-year 11.37%.

AWYIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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