AWMIX Mutual Fund

AWMIX Mutual Fund

NAV$19.54
See how much of AWMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.60%
3 Months
+4.07%
6 Months
+6.58%
YTD
+8.42%
1 Year
+4.79%
3 Years (annualized)
+8.23%
5 Years (annualized)
+3.25%
10 Years (annualized)
+9.02%

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
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 Microcap Growth(^RUMICG)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+9.54%
vs Peers
-1.12%

AWMIX Mutual Fund Performance

AWMIX performance across multiple time periods: 1-month -2.60%, YTD 8.42%, 1-year 4.79%, 3-year 8.23%, 5-year 3.25%, 10-year 9.02%.

AWMIX returns trail 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.

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