AWMIX Mutual Fund

AWMIX Mutual Fund

NAV$19.98
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Returns Overview

1 Month
+4.34%
3 Months
+13.98%
6 Months
+11.32%
YTD
+10.27%
1 Year
+7.75%
3 Years (annualized)
+8.57%
5 Years (annualized)
+3.73%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWMIX 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
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📉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 Microcap Growth(^RUMICG)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+10.82%
vs Peers
-0.55%

AWMIX Mutual Fund Performance

AWMIX performance across multiple time periods: 1-month 4.34%, YTD 10.27%, 1-year 7.75%, 3-year 8.57%, 5-year 3.73%, 10-year 9.29%.

AWMIX returns trail 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.

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