AWGIX Mutual Fund

NAV$40.95

Returns Overview

1 Month
+1.44%
3 Months
+20.78%
6 Months
+10.19%
YTD
+9.82%
1 Year
+7.59%
3 Years (annualized)
+15.41%
5 Years (annualized)
+11.62%
10 Years (annualized)
+20.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWGIX 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 3000 Growth Total Return(^RAGTR)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+8.97%
vs Peers
+0.85%

AWGIX Mutual Fund Performance

AWGIX performance across multiple time periods: 1-month 1.44%, YTD 9.82%, 1-year 7.59%, 3-year 15.41%, 5-year 11.62%, 10-year 20.23%.

AWGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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