AAERX Mutual Fund

NAV$21.07

Returns Overview

1 Month
-0.30%
3 Months
+9.48%
6 Months
+7.56%
YTD
+6.80%
1 Year
+20.18%
3 Years (annualized)
+15.90%
5 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAERX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+8.71%
vs Peers
-1.91%

AAERX Mutual Fund Performance

AAERX performance across multiple time periods: 1-month -0.30%, YTD 6.80%, 1-year 20.18%, 3-year 15.90%, 5-year 10.12%.

AAERX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

AAERX performance comparison shows side-by-side returns with another fund. AAERX alternatives are available in the Mutual Fund Screener.