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Cavanal Hill World Energy Institutional (AIWEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.00-0.03 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.38%
5-year average return16.47%
Number of years up6
Number of years down3
Best 1-yr total return (26 Jun 2024)36.90%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return36.90%
Worst 3-yr total return-7.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAIWEXCategory
YTD10.70%43.81%
1-month3.33%4.88%
3-month10.19%13.10%
1-year29.59%70.12%
3-year17.24%-11.73%
5-year18.06%-4.80%
10-year4.30%-6.23%
Last bull market8.25%22.50%
Last bear market-8.65%-32.25%

Annual total return (%) history

Year
AIWEXCategory
2024
N/AN/A
2023
4.93%N/A
2022
32.78%N/A
2021
36.90%N/A
2020
0.22%-24.54%
2019
8.00%7.25%
2018
-24.32%-27.27%
2017
-1.59%-4.84%
2016
23.93%29.22%
2015
-16.60%-27.39%
2014
N/A-16.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.77%N/AN/AN/A
2023-3.21%0.56%12.29%-3.99%
202226.69%-8.65%0.50%14.16%
202121.48%11.48%-1.49%2.62%
2020-35.46%26.18%-6.28%31.31%
201913.10%-5.91%-5.62%7.53%
2018-4.99%9.17%-0.59%-26.60%
2017-3.69%-10.56%6.32%7.45%
20162.96%6.68%6.10%6.34%
20150.79%-1.45%-14.97%-1.25%
20148.89%-5.23%-12.45%N/A

Rank in category (by total return)

YTD65
1-month32
3-month44
1-year46
3-year71
5-year4

Load adjusted returns

1-year29.59%
3-year17.24%
5-year18.06%
10-year4.30%