AZMIX Mutual Fund

NAV$23.30

Returns Overview

1 Month
+0.41%
3 Months
+21.24%
6 Months
+23.49%
YTD
+21.54%
1 Year
+41.75%
3 Years (annualized)
+18.27%
5 Years (annualized)
+3.97%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZMIX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+21.54%
Peer Avg (YTD)
+23.08%
vs Peers
-1.54%

AZMIX Mutual Fund Performance

AZMIX performance across multiple time periods: 1-month 0.41%, YTD 21.54%, 1-year 41.75%, 3-year 18.27%, 5-year 3.97%, 10-year 8.67%.

AZMIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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