AWEIX Mutual Fund

NAV$32.39

Returns Overview

1 Month
-2.09%
3 Months
+11.00%
6 Months
+2.12%
YTD
+2.12%
1 Year
+10.34%
3 Years (annualized)
+12.15%
5 Years (annualized)
+7.14%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AWEIX 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)
+2.12%
Peer Avg (YTD)
+9.51%
vs Peers
-7.39%

AWEIX Mutual Fund Performance

AWEIX performance across multiple time periods: 1-month -2.09%, YTD 2.12%, 1-year 10.34%, 3-year 12.15%, 5-year 7.14%, 10-year 12.44%.

AWEIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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