AAEFX Mutual Fund

AAEFX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
+2.19%
3 Months
+1.83%
6 Months
+6.86%
YTD
+12.07%
1 Year
+19.41%
3 Years (annualized)
+17.97%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+8.76%
vs Peers
+3.32%

AAEFX Mutual Fund Performance

AAEFX performance across multiple time periods: 1-month 2.19%, YTD 12.07%, 1-year 19.41%, 3-year 17.97%, 5-year 8.57%.

AAEFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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