AAERX Mutual Fund

AAERX Mutual Fund

NAV$20.15
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Returns Overview

1 Month
+4.13%
3 Months
+8.03%
6 Months
+6.24%
YTD
+11.21%
1 Year
+25.21%
3 Years (annualized)
+16.97%
5 Years (annualized)
+11.68%
10 Years (annualized)
+9.23%

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
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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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+11.12%
vs Peers
+0.09%

AAERX Mutual Fund Performance

AAERX performance across multiple time periods: 1-month 4.13%, YTD 11.21%, 1-year 25.21%, 3-year 16.97%, 5-year 11.68%, 10-year 9.23%.

AAERX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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