ACWIX Mutual Fund

ACWIX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
-5.44%
3 Months
+2.89%
6 Months
+9.31%
YTD
+13.57%
1 Year
+24.99%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.87%
10 Years (annualized)
+11.74%

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)
+13.57%
Peer Avg (YTD)
+9.54%
vs Peers
+4.03%

ACWIX Mutual Fund Performance

ACWIX performance across multiple time periods: 1-month -5.44%, YTD 13.57%, 1-year 24.99%, 3-year 13.67%, 5-year 6.87%, 10-year 11.74%.

ACWIX returns outperform the peer average of 9.54% 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.