AIWEX Mutual Fund

NAV$21.91

Returns Overview

1 Month
-2.84%
3 Months
-3.48%
6 Months
+24.53%
YTD
+21.34%
1 Year
+33.02%
3 Years (annualized)
+22.81%
5 Years (annualized)
+19.34%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIWEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.34%
Peer Avg (YTD)
+14.02%
vs Peers
+7.32%

AIWEX Mutual Fund Performance

AIWEX performance across multiple time periods: 1-month -2.84%, YTD 21.34%, 1-year 33.02%, 3-year 22.81%, 5-year 19.34%, 10-year 11.52%.

AIWEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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