AIWEX Mutual Fund

AIWEX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+1.52%
3 Months
-7.17%
6 Months
+12.82%
YTD
+26.43%
1 Year
+31.68%
3 Years (annualized)
+19.75%
5 Years (annualized)
+22.22%
10 Years (annualized)
+11.88%

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)
+26.43%
Peer Avg (YTD)
+19.98%
vs Peers
+6.45%

AIWEX Mutual Fund Performance

AIWEX performance across multiple time periods: 1-month 1.52%, YTD 26.43%, 1-year 31.68%, 3-year 19.75%, 5-year 22.22%, 10-year 11.88%.

AIWEX returns outperform the peer average of 19.98% 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.