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Cavanal Hill Mid Cap Diverse Ldrsp Instl (AIWVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.60
-0.00
(-0.02%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
11.62%
5-year average return
8.66%
Number of years up
4
Number of years down
2
Best 1-yr total return (31 July 2023)
26.86%
Worst 1-yr total return (31 July 2023)
N/A
Best 3-yr total return
26.86%
Worst 3-yr total return
7.77%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AIWVX
Category
YTD
11.62%
17.04%
1-month
3.00%
-0.01%
3-month
7.42%
5.47%
1-year
6.96%
50.44%
3-year
13.24%
13.15%
5-year
8.66%
13.75%
10-year
0.00%
11.35%
Last bull market
41.88%
25.95%
Last bear market
-14.74%
-22.55%
Annual total return (%) history
Year
AIWVX
Category
2023
N/A
N/A
2022
-13.90%
N/A
2021
26.86%
N/A
2020
14.61%
12.39%
2019
25.05%
26.21%
2018
-10.61%
-11.15%
2017
13.36%
15.93%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
3.73%
4.47%
N/A
N/A
2022
-2.96%
-14.74%
-4.37%
8.83%
2021
10.33%
6.23%
0.06%
8.18%
2020
-23.14%
18.51%
6.56%
18.08%
2019
14.78%
3.17%
-0.13%
5.74%
2018
-1.39%
2.76%
3.78%
-15.00%
2017
2.51%
2.37%
2.10%
5.79%
Rank in category (by total return)
YTD
58
1-month
75
3-month
73
1-year
72
3-year
46
5-year
31
Load adjusted returns
1-year
6.55%
3-year
13.24%
5-year
8.53%
10-year
N/A
Data disclaimer
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