ACWEX Mutual Fund

NAV$21.62

Returns Overview

1 Month
+2.95%
3 Months
-4.38%
6 Months
+15.25%
YTD
+22.49%
1 Year
+31.75%
3 Years (annualized)
+21.58%
5 Years (annualized)
+18.14%
10 Years (annualized)
+10.42%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.49%
Peer Avg (YTD)
+14.02%
vs Peers
+8.47%

ACWEX Mutual Fund Performance

ACWEX performance across multiple time periods: 1-month 2.95%, YTD 22.49%, 1-year 31.75%, 3-year 21.58%, 5-year 18.14%, 10-year 10.42%.

ACWEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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