AAEFX Mutual Fund

AAEFX Mutual Fund

NAV$14.45
See how much of AAEFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.28%
3 Months
+3.13%
6 Months
+6.70%
YTD
+9.67%
1 Year
+20.51%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+6.99%
vs Peers
+2.68%

AAEFX Mutual Fund Performance

AAEFX performance across multiple time periods: 1-month -0.28%, YTD 9.67%, 1-year 20.51%, 3-year 16.03%, 5-year 8.59%.

AAEFX returns outperform the peer average of 6.99% 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.