AWEIX Mutual Fund

AWEIX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
-0.59%
3 Months
+1.14%
6 Months
+4.26%
YTD
+5.22%
1 Year
+5.77%
3 Years (annualized)
+16.78%
5 Years (annualized)
+6.91%
10 Years (annualized)
+13.08%

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
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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)
+5.22%
Peer Avg (YTD)
+9.28%
vs Peers
-4.05%

AWEIX Mutual Fund Performance

AWEIX performance across multiple time periods: 1-month -0.59%, YTD 5.22%, 1-year 5.77%, 3-year 16.78%, 5-year 6.91%, 10-year 13.08%.

AWEIX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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