ACWZX Mutual Fund

ACWZX Mutual Fund

NAV$20.97
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Returns Overview

1 Month
-5.43%
3 Months
+2.88%
6 Months
+9.28%
YTD
+13.59%
1 Year
+25.04%
3 Years (annualized)
+13.48%
5 Years (annualized)
+6.40%
10 Years (annualized)
+11.66%

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)
+13.59%
Peer Avg (YTD)
+9.54%
vs Peers
+4.05%

ACWZX Mutual Fund Performance

ACWZX performance across multiple time periods: 1-month -5.43%, YTD 13.59%, 1-year 25.04%, 3-year 13.48%, 5-year 6.40%, 10-year 11.66%.

ACWZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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