AAWEX Mutual Fund

AAWEX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-4.30%
3 Months
+2.35%
6 Months
-1.29%
YTD
+24.03%
1 Year
+25.73%
3 Years (annualized)
+20.87%
5 Years (annualized)
+22.93%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAWEX 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)
+24.03%
Peer Avg (YTD)
+19.29%
vs Peers
+4.74%

AAWEX Mutual Fund Performance

AAWEX performance across multiple time periods: 1-month -4.30%, YTD 24.03%, 1-year 25.73%, 3-year 20.87%, 5-year 22.93%, 10-year 11.91%.

AAWEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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