AAEIX Mutual Fund

NAV$14.06

Returns Overview

1 Month
-0.71%
3 Months
+2.55%
6 Months
+5.95%
YTD
+8.99%
1 Year
+22.03%
3 Years (annualized)
+16.83%
5 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEIX 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)
+8.99%
Peer Avg (YTD)
+7.64%
vs Peers
+1.35%

AAEIX Mutual Fund Performance

AAEIX performance across multiple time periods: 1-month -0.71%, YTD 8.99%, 1-year 22.03%, 3-year 16.83%, 5-year 8.23%.

AAEIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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