AEIMX Mutual Fund

NAV$9.35

Returns Overview

1 Month
+2.46%
3 Months
+5.14%
6 Months
+9.16%
YTD
+8.65%
1 Year
+17.47%
3 Years (annualized)
+11.75%
5 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEIMX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+9.49%
vs Peers
-0.84%

AEIMX Mutual Fund Performance

AEIMX performance across multiple time periods: 1-month 2.46%, YTD 8.65%, 1-year 17.47%, 3-year 11.75%, 5-year 8.49%.

AEIMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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