AEMRX Mutual Fund

AEMRX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-9.38%
3 Months
-7.48%
6 Months
-7.27%
YTD
+13.49%
1 Year
+14.85%
3 Years (annualized)
+23.67%
5 Years (annualized)
+4.00%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+10.72%
vs Peers
+2.77%

AEMRX Mutual Fund Performance

AEMRX performance across multiple time periods: 1-month -9.38%, YTD 13.49%, 1-year 14.85%, 3-year 23.67%, 5-year 4.00%, 10-year 7.02%.

AEMRX returns outperform the peer average of 10.72% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

AEMRX vs another fund shows side-by-side returns. AEMRX alternatives are available in the Mutual Fund Screener.