ACWIX Mutual Fund

ACWIX Mutual Fund

NAV$20.18
See how much of ACWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.55%
3 Months
-1.64%
6 Months
+1.19%
YTD
+10.55%
1 Year
+12.78%
3 Years (annualized)
+17.41%
5 Years (annualized)
+4.56%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+8.01%
vs Peers
+2.54%

ACWIX Mutual Fund Performance

ACWIX performance across multiple time periods: 1-month 1.55%, YTD 10.55%, 1-year 12.78%, 3-year 17.41%, 5-year 4.56%, 10-year 12.37%.

ACWIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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