AWEIX Mutual Fund

AWEIX Mutual Fund

NAV$32.64
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Returns Overview

1 Month
-0.59%
3 Months
+3.66%
6 Months
+15.06%
YTD
+5.85%
1 Year
+7.61%
3 Years (annualized)
+14.82%
5 Years (annualized)
+7.62%
10 Years (annualized)
+12.97%

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)
+5.85%
Peer Avg (YTD)
+9.91%
vs Peers
-4.06%

AWEIX Mutual Fund Performance

AWEIX performance across multiple time periods: 1-month -0.59%, YTD 5.85%, 1-year 7.61%, 3-year 14.82%, 5-year 7.62%, 10-year 12.97%.

AWEIX returns trail the peer average of 9.91% 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.