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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.62%
5-year average return8.66%
Number of years up4
Number of years down2
Best 1-yr total return (31 July 2023)26.86%
Worst 1-yr total return (31 July 2023)N/A
Best 3-yr total return26.86%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAIWVXCategory
YTD11.62%17.04%
1-month3.00%-0.01%
3-month7.42%5.47%
1-year6.96%50.44%
3-year13.24%13.15%
5-year8.66%13.75%
10-year0.00%11.35%
Last bull market41.88%25.95%
Last bear market-14.74%-22.55%

Annual total return (%) history

Year
AIWVXCategory
2023
N/AN/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 (%)

YearQ1Q2Q3Q4
20233.73%4.47%N/AN/A
2022-2.96%-14.74%-4.37%8.83%
202110.33%6.23%0.06%8.18%
2020-23.14%18.51%6.56%18.08%
201914.78%3.17%-0.13%5.74%
2018-1.39%2.76%3.78%-15.00%
20172.51%2.37%2.10%5.79%

Rank in category (by total return)

YTD58
1-month75
3-month73
1-year72
3-year46
5-year31

Load adjusted returns

1-year6.55%
3-year13.24%
5-year8.53%
10-yearN/A