AIWCX Mutual Fund

AIWCX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+1.24%
3 Months
+0.77%
6 Months
-1.80%
YTD
+2.83%
1 Year
+5.33%
3 Years (annualized)
+7.32%
5 Years (annualized)
-0.95%
10 Years (annualized)
+5.78%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+8.51%
vs Peers
-5.68%

AIWCX Mutual Fund Performance

AIWCX performance across multiple time periods: 1-month 1.24%, YTD 2.83%, 1-year 5.33%, 3-year 7.32%, 5-year -0.95%, 10-year 5.78%.

AIWCX returns trail the peer average of 8.51% 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.