AWGIX Mutual Fund

AWGIX Mutual Fund

NAV$44.02
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Returns Overview

1 Month
-2.22%
3 Months
+4.41%
6 Months
+8.31%
YTD
+7.39%
1 Year
+6.02%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.63%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWGIX 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 3000 Growth Total Return(^RAGTR)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+6.23%
vs Peers
+1.15%

AWGIX Mutual Fund Performance

AWGIX performance across multiple time periods: 1-month -2.22%, YTD 7.39%, 1-year 6.02%, 3-year 15.42%, 5-year 7.63%, 10-year 14.30%.

AWGIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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