AZMIX Mutual Fund

AZMIX Mutual Fund

NAV$23.70
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Returns Overview

1 Month
-6.12%
3 Months
+1.27%
6 Months
+6.24%
YTD
+15.92%
1 Year
+32.19%
3 Years (annualized)
+13.50%
5 Years (annualized)
+3.86%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZMIX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+15.92%
Peer Avg (YTD)
+17.66%
vs Peers
-1.74%

AZMIX Mutual Fund Performance

AZMIX performance across multiple time periods: 1-month -6.12%, YTD 15.92%, 1-year 32.19%, 3-year 13.50%, 5-year 3.86%, 10-year 7.47%.

AZMIX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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