ACWZX Mutual Fund

ACWZX Mutual Fund

NAV$21.99
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Returns Overview

1 Month
+5.59%
3 Months
+18.68%
6 Months
+20.11%
YTD
+18.87%
1 Year
+35.86%
3 Years (annualized)
+16.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACWZX 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)
+18.87%
Peer Avg (YTD)
+10.82%
vs Peers
+8.06%

ACWZX Mutual Fund Performance

ACWZX performance across multiple time periods: 1-month 5.59%, YTD 18.87%, 1-year 35.86%, 3-year 16.82%.

ACWZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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