AIEAX Mutual Fund

NAV$19.97

Returns Overview

1 Month
+4.23%
3 Months
+8.36%
6 Months
+5.44%
YTD
+10.82%
1 Year
+19.49%
3 Years (annualized)
+15.30%
5 Years (annualized)
+9.56%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIEAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+8.71%
vs Peers
+2.11%

AIEAX Mutual Fund Performance

AIEAX performance across multiple time periods: 1-month 4.23%, YTD 10.82%, 1-year 19.49%, 3-year 15.30%, 5-year 9.56%, 10-year 8.44%.

AIEAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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