AAEDX Mutual Fund

AAEDX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
+2.09%
3 Months
+1.58%
6 Months
+6.47%
YTD
+11.50%
1 Year
+18.54%
3 Years (annualized)
+17.19%
5 Years (annualized)
+7.87%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+8.76%
vs Peers
+2.74%

AAEDX Mutual Fund Performance

AAEDX performance across multiple time periods: 1-month 2.09%, YTD 11.50%, 1-year 18.54%, 3-year 17.19%, 5-year 7.87%.

AAEDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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