ACWDX Mutual Fund

NAV$19.87

Returns Overview

1 Month
-2.12%
3 Months
+3.33%
6 Months
+8.22%
YTD
+13.80%
1 Year
+48.66%
3 Years (annualized)
+20.52%
5 Years (annualized)
+10.47%
10 Years (annualized)
+18.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACWDX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+10.82%
vs Peers
+2.99%

ACWDX Mutual Fund Performance

ACWDX performance across multiple time periods: 1-month -2.12%, YTD 13.80%, 1-year 48.66%, 3-year 20.52%, 5-year 10.47%, 10-year 18.64%.

ACWDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

ACWDX performance comparison shows side-by-side returns with another fund. ACWDX alternatives are available in the Mutual Fund Screener.