AAWEX Mutual Fund

AAWEX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
-2.87%
3 Months
-3.56%
6 Months
+24.37%
YTD
+21.18%
1 Year
+32.71%
3 Years (annualized)
+22.49%
5 Years (annualized)
+19.03%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAWEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.18%
Peer Avg (YTD)
+14.02%
vs Peers
+7.15%

AAWEX Mutual Fund Performance

AAWEX performance across multiple time periods: 1-month -2.87%, YTD 21.18%, 1-year 32.71%, 3-year 22.49%, 5-year 19.03%, 10-year 11.18%.

AAWEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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