AAWEX Mutual Fund

NAV$22.55

Returns Overview

1 Month
+10.59%
3 Months
+19.49%
6 Months
+28.76%
YTD
+20.73%
1 Year
+51.16%
3 Years
+20.92%
5 Years
+21.61%
10 Years
+12.75%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.73%
Peer Avg (YTD)
+16.58%
vs Peers
+4.15%

AAWEX Mutual Fund Performance

AAWEX performance across multiple time periods: 1-month 10.59%, YTD 20.73%, 1-year 51.16%, 3-year 20.92%, 5-year 21.61%, 10-year 12.75%.

AAWEX returns outperform the peer average of 16.58% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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