AIWEX Mutual Fund

AIWEX Mutual Fund

NAV$23.46
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Returns Overview

1 Month
-4.27%
3 Months
+2.41%
6 Months
-1.16%
YTD
+24.26%
1 Year
+26.06%
3 Years (annualized)
+21.18%
5 Years (annualized)
+23.23%
10 Years (annualized)
+12.19%

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)
+24.26%
Peer Avg (YTD)
+19.29%
vs Peers
+4.97%

AIWEX Mutual Fund Performance

AIWEX performance across multiple time periods: 1-month -4.27%, YTD 24.26%, 1-year 26.06%, 3-year 21.18%, 5-year 23.23%, 10-year 12.19%.

AIWEX returns outperform the peer average of 19.29% 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.