AEYRX Mutual Fund

AEYRX Mutual Fund

NAV$39.37
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Returns Overview

1 Month
-0.95%
3 Months
+2.22%
6 Months
+8.08%
YTD
+11.46%
1 Year
+13.11%
3 Years (annualized)
+22.91%
5 Years (annualized)
+9.63%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEYRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+17.72%
vs Peers
-6.25%

AEYRX Mutual Fund Performance

AEYRX performance across multiple time periods: 1-month -0.95%, YTD 11.46%, 1-year 13.11%, 3-year 22.91%, 5-year 9.63%, 10-year 12.88%.

AEYRX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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