AAWEX Mutual Fund

AAWEX Mutual Fund

NAV$21.36
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Returns Overview

1 Month
+4.04%
3 Months
+4.89%
6 Months
-2.68%
YTD
+32.45%
1 Year
+28.41%
3 Years (annualized)
+21.49%
5 Years (annualized)
+18.82%
10 Years (annualized)
+11.77%

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)
+32.45%
Peer Avg (YTD)
+26.44%
vs Peers
+6.00%

AAWEX Mutual Fund Performance

AAWEX performance across multiple time periods: 1-month 4.04%, YTD 32.45%, 1-year 28.41%, 3-year 21.49%, 5-year 18.82%, 10-year 11.77%.

AAWEX returns outperform the peer average of 26.44% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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