ACWZX Mutual Fund

ACWZX Mutual Fund

NAV$20.13
See how much of ACWZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.24%
3 Months
-8.39%
6 Months
+8.72%
YTD
+8.89%
1 Year
+14.23%
3 Years (annualized)
+14.42%
5 Years (annualized)
+5.85%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACWZX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+6.72%
vs Peers
+2.17%

ACWZX Mutual Fund Performance

ACWZX performance across multiple time periods: 1-month -4.24%, YTD 8.89%, 1-year 14.23%, 3-year 14.42%, 5-year 5.85%, 10-year 11.66%.

ACWZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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