AAEVX Mutual Fund

AAEVX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-0.98%
3 Months
-1.26%
6 Months
+1.88%
YTD
+8.54%
1 Year
+11.51%
3 Years (annualized)
+20.29%
5 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEVX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+14.77%
vs Peers
-6.23%

AAEVX Mutual Fund Performance

AAEVX performance across multiple time periods: 1-month -0.98%, YTD 8.54%, 1-year 11.51%, 3-year 20.29%, 5-year 8.13%.

AAEVX 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.

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