AAEEX Mutual Fund

AAEEX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
+2.15%
3 Months
+1.86%
6 Months
+6.90%
YTD
+12.11%
1 Year
+19.51%
3 Years (annualized)
+18.21%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+12.11%
Peer Avg (YTD)
+8.76%
vs Peers
+3.35%

AAEEX Mutual Fund Performance

AAEEX performance across multiple time periods: 1-month 2.15%, YTD 12.11%, 1-year 19.51%, 3-year 18.21%, 5-year 8.83%.

AAEEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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