AAWEX Mutual Fund

AAWEX Mutual Fund

NAV$22.52
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Returns Overview

1 Month
+5.34%
3 Months
+3.88%
6 Months
+7.35%
YTD
+33.02%
1 Year
+38.21%
3 Years (annualized)
+20.87%
5 Years (annualized)
+22.93%
10 Years (annualized)
+11.91%

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)
+33.02%
Peer Avg (YTD)
+25.30%
vs Peers
+7.72%

AAWEX Mutual Fund Performance

AAWEX performance across multiple time periods: 1-month 5.34%, YTD 33.02%, 1-year 38.21%, 3-year 20.87%, 5-year 22.93%, 10-year 11.91%.

AAWEX returns outperform the peer average of 25.30% 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.