ACWIX Mutual Fund

ACWIX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
-4.21%
3 Months
-8.42%
6 Months
+8.69%
YTD
+8.86%
1 Year
+14.16%
3 Years (annualized)
+14.36%
5 Years (annualized)
+5.78%
10 Years (annualized)
+11.78%

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
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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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+6.72%
vs Peers
+2.14%

ACWIX Mutual Fund Performance

ACWIX performance across multiple time periods: 1-month -4.21%, YTD 8.86%, 1-year 14.16%, 3-year 14.36%, 5-year 5.78%, 10-year 11.78%.

ACWIX returns outperform the peer average of 6.72% 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.