AAEYX Mutual Fund

NAV$9.85

Returns Overview

1 Month
-2.48%
3 Months
-1.50%
6 Months
-2.38%
YTD
-1.99%
1 Year
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+3.23%
vs Peers
-5.22%

AAEYX Mutual Fund Performance

AAEYX performance across multiple time periods: 1-month -2.48%, YTD -1.99%, 1-year 3.45%.

AAEYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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