AIWCX Mutual Fund

AIWCX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-0.77%
3 Months
+1.25%
6 Months
-0.92%
YTD
+1.57%
1 Year
+6.12%
3 Years (annualized)
+4.83%
5 Years (annualized)
-0.53%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIWCX 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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+6.23%
vs Peers
-4.66%

AIWCX Mutual Fund Performance

AIWCX performance across multiple time periods: 1-month -0.77%, YTD 1.57%, 1-year 6.12%, 3-year 4.83%, 5-year -0.53%, 10-year 5.55%.

AIWCX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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