AAEFX Mutual Fund

NAV$14.11

Returns Overview

1 Month
-0.70%
3 Months
+2.69%
6 Months
+6.25%
YTD
+9.21%
1 Year
+22.66%
3 Years (annualized)
+17.42%
5 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+7.64%
vs Peers
+1.57%

AAEFX Mutual Fund Performance

AAEFX performance across multiple time periods: 1-month -0.70%, YTD 9.21%, 1-year 22.66%, 3-year 17.42%, 5-year 8.78%.

AAEFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

AAEFX performance comparison shows side-by-side returns with another fund. AAEFX alternatives are available in the Mutual Fund Screener.