AEDRX Mutual Fund

NAV$38.52

Returns Overview

1 Month
+0.97%
3 Months
+7.12%
6 Months
+8.60%
YTD
+14.81%
1 Year
+24.96%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.40%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDRX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+7.64%
vs Peers
+7.17%

AEDRX Mutual Fund Performance

AEDRX performance across multiple time periods: 1-month 0.97%, YTD 14.81%, 1-year 24.96%, 3-year 14.60%, 5-year 7.40%, 10-year 7.54%.

AEDRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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