AIWCX Mutual Fund

NAV$13.01

Returns Overview

1 Month
-0.08%
3 Months
+1.96%
6 Months
-0.23%
YTD
+1.01%
1 Year
+3.00%
3 Years (annualized)
+5.37%
5 Years (annualized)
-0.18%
10 Years (annualized)
+6.01%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+8.97%
vs Peers
-7.96%

AIWCX Mutual Fund Performance

AIWCX performance across multiple time periods: 1-month -0.08%, YTD 1.01%, 1-year 3.00%, 3-year 5.37%, 5-year -0.18%, 10-year 6.01%.

AIWCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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