AIWEX Mutual Fund

AIWEX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
+4.03%
3 Months
+4.94%
6 Months
-2.59%
YTD
+29.27%
1 Year
+28.67%
3 Years (annualized)
+21.79%
5 Years (annualized)
+19.12%
10 Years (annualized)
+12.04%

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
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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)
+29.27%
Peer Avg (YTD)
+25.52%
vs Peers
+3.76%

AIWEX Mutual Fund Performance

AIWEX performance across multiple time periods: 1-month 4.03%, YTD 29.27%, 1-year 28.67%, 3-year 21.79%, 5-year 19.12%, 10-year 12.04%.

AIWEX returns outperform the peer average of 25.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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