AAEDX Mutual Fund

NAV$14.29

Returns Overview

1 Month
-0.14%
3 Months
+11.63%
6 Months
+10.39%
YTD
+9.61%
1 Year
+21.76%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+7.64%
vs Peers
+1.97%

AAEDX Mutual Fund Performance

AAEDX performance across multiple time periods: 1-month -0.14%, YTD 9.61%, 1-year 21.76%, 3-year 16.67%, 5-year 8.10%.

AAEDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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