AAEEX Mutual Fund

AAEEX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-0.93%
3 Months
-1.29%
6 Months
+1.85%
YTD
+8.33%
1 Year
+11.28%
3 Years (annualized)
+19.94%
5 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+14.77%
vs Peers
-6.44%

AAEEX Mutual Fund Performance

AAEEX performance across multiple time periods: 1-month -0.93%, YTD 8.33%, 1-year 11.28%, 3-year 19.94%, 5-year 7.96%.

AAEEX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

AAEEX vs another fund shows side-by-side returns. AAEEX alternatives are available in the Mutual Fund Screener.