AWMIX Mutual Fund

AWMIX Mutual Fund

NAV$19.69
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Returns Overview

1 Month
-0.57%
3 Months
-3.10%
6 Months
+10.45%
YTD
+6.85%
1 Year
+4.00%
3 Years (annualized)
+9.54%
5 Years (annualized)
+2.89%
10 Years (annualized)
+9.13%

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
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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)
+6.85%
Peer Avg (YTD)
+6.72%
vs Peers
+0.12%

AWMIX Mutual Fund Performance

AWMIX performance across multiple time periods: 1-month -0.57%, YTD 6.85%, 1-year 4.00%, 3-year 9.54%, 5-year 2.89%, 10-year 9.13%.

AWMIX 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.

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