ACWEX Mutual Fund

ACWEX Mutual Fund

NAV$23.04
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Returns Overview

1 Month
-4.33%
3 Months
+2.15%
6 Months
-1.64%
YTD
+23.35%
1 Year
+24.84%
3 Years (annualized)
+19.96%
5 Years (annualized)
+22.00%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACWEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.35%
Peer Avg (YTD)
+19.29%
vs Peers
+4.06%

ACWEX Mutual Fund Performance

ACWEX performance across multiple time periods: 1-month -4.33%, YTD 23.35%, 1-year 24.84%, 3-year 19.96%, 5-year 22.00%, 10-year 11.06%.

ACWEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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