AEMSX Mutual Fund

NAV$20.14

Returns Overview

1 Month
-5.84%
3 Months
+2.39%
6 Months
+10.48%
YTD
+17.57%
1 Year
+53.86%
3 Years (annualized)
+21.74%
5 Years (annualized)
+4.59%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMSX 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)
+17.57%
Peer Avg (YTD)
+23.08%
vs Peers
-5.50%

AEMSX Mutual Fund Performance

AEMSX performance across multiple time periods: 1-month -5.84%, YTD 17.57%, 1-year 53.86%, 3-year 21.74%, 5-year 4.59%, 10-year 8.40%.

AEMSX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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