AIWCX Mutual Fund

AIWCX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
-2.83%
3 Months
-2.38%
6 Months
+5.65%
YTD
-1.32%
1 Year
+0.01%
3 Years (annualized)
+7.32%
5 Years (annualized)
-0.95%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIWCX 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
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📉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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+8.68%
vs Peers
-10.00%

AIWCX Mutual Fund Performance

AIWCX performance across multiple time periods: 1-month -2.83%, YTD -1.32%, 1-year 0.01%, 3-year 7.32%, 5-year -0.95%, 10-year 5.78%.

AIWCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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