AAEWX Mutual Fund

AAEWX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
+0.87%
3 Months
-0.52%
6 Months
+1.67%
YTD
+5.36%
1 Year
+7.08%
3 Years (annualized)
+13.34%
5 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEWX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+14.77%
vs Peers
-9.41%

AAEWX Mutual Fund Performance

AAEWX performance across multiple time periods: 1-month 0.87%, YTD 5.36%, 1-year 7.08%, 3-year 13.34%, 5-year 4.84%.

AAEWX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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