AEURX Mutual Fund

NAV$9.53

Returns Overview

1 Month
+2.35%
3 Months
+4.83%
6 Months
+8.45%
YTD
+7.94%
1 Year
+15.90%
3 Years (annualized)
+10.15%
5 Years (annualized)
+6.97%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEURX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+9.49%
vs Peers
-1.55%

AEURX Mutual Fund Performance

AEURX performance across multiple time periods: 1-month 2.35%, YTD 7.94%, 1-year 15.90%, 3-year 10.15%, 5-year 6.97%, 10-year 8.03%.

AEURX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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