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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%)
As of 08:00PM EDT. Market open.

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 (Jul 31, 2023)26.86%
Worst 1 Yr Total Return (Jul 31, 2023)N/A
Best 3-Yr Total Return26.86%
Worst 3-Yr Total Return7.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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