AEDNX Mutual Fund

NAV$13.37

Returns Overview

1 Month
+0.22%
3 Months
+2.69%
6 Months
+4.21%
YTD
+4.45%
1 Year
+8.60%
3 Years (annualized)
+7.17%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+3.47%
vs Peers
+0.98%

AEDNX Mutual Fund Performance

AEDNX performance across multiple time periods: 1-month 0.22%, YTD 4.45%, 1-year 8.60%, 3-year 7.17%, 5-year 3.63%, 10-year 4.49%.

AEDNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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