AEMOX Mutual Fund

NAV$43.65

Returns Overview

1 Month
-4.96%
3 Months
+5.38%
6 Months
+12.10%
YTD
+22.85%
1 Year
+55.91%
3 Years (annualized)
+24.70%
5 Years (annualized)
+8.51%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMOX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.85%
Peer Avg (YTD)
+23.08%
vs Peers
-0.22%

AEMOX Mutual Fund Performance

AEMOX performance across multiple time periods: 1-month -4.96%, YTD 22.85%, 1-year 55.91%, 3-year 24.70%, 5-year 8.51%, 10-year 10.68%.

AEMOX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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