AAEOX Mutual Fund

AAEOX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
-0.35%
3 Months
+2.96%
6 Months
+6.51%
YTD
+9.54%
1 Year
+20.24%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEOX 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)
+9.54%
Peer Avg (YTD)
+6.99%
vs Peers
+2.55%

AAEOX Mutual Fund Performance

AAEOX performance across multiple time periods: 1-month -0.35%, YTD 9.54%, 1-year 20.24%, 3-year 15.88%, 5-year 8.37%.

AAEOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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