AWGIX Mutual Fund

AWGIX Mutual Fund

NAV$40.24
See how much of AWGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.22%
3 Months
-2.73%
6 Months
+1.56%
YTD
+4.46%
1 Year
-0.22%
3 Years (annualized)
+17.95%
5 Years (annualized)
+5.52%
10 Years (annualized)
+12.45%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.46%
Peer Avg (YTD)
+5.23%
vs Peers
-0.78%

AWGIX Mutual Fund Performance

AWGIX performance across multiple time periods: 1-month -5.22%, YTD 4.46%, 1-year -0.22%, 3-year 17.95%, 5-year 5.52%, 10-year 12.45%.

AWGIX returns trail the peer average of 5.23% 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.