AAEHX Mutual Fund

NAV$14.09

Returns Overview

1 Month
-0.70%
3 Months
+2.62%
6 Months
+6.10%
YTD
+9.14%
1 Year
+22.39%
3 Years (annualized)
+17.16%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEHX 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)
+9.14%
Peer Avg (YTD)
+7.64%
vs Peers
+1.50%

AAEHX Mutual Fund Performance

AAEHX performance across multiple time periods: 1-month -0.70%, YTD 9.14%, 1-year 22.39%, 3-year 17.16%, 5-year 8.53%.

AAEHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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