AIECX Mutual Fund

NAV$18.07

Returns Overview

1 Month
-1.58%
3 Months
+4.09%
6 Months
+2.09%
YTD
+6.04%
1 Year
+14.46%
3 Years (annualized)
+9.02%
5 Years (annualized)
+5.55%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIECX 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 ACWI ex US Index
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+8.97%
vs Peers
-2.93%

AIECX Mutual Fund Performance

AIECX performance across multiple time periods: 1-month -1.58%, YTD 6.04%, 1-year 14.46%, 3-year 9.02%, 5-year 5.55%, 10-year 7.28%.

AIECX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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