AMDWX Mutual Fund

NAV$18.29

Returns Overview

1 Month
-3.20%
3 Months
+13.13%
6 Months
+21.08%
YTD
+18.79%
1 Year
+41.71%
3 Years (annualized)
+17.62%
5 Years (annualized)
+7.68%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMDWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.79%
Peer Avg (YTD)
+23.08%
vs Peers
-4.29%

AMDWX Mutual Fund Performance

AMDWX performance across multiple time periods: 1-month -3.20%, YTD 18.79%, 1-year 41.71%, 3-year 17.62%, 5-year 7.68%, 10-year 7.70%.

AMDWX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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