AAESX Mutual Fund

AAESX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
-0.80%
3 Months
+3.50%
6 Months
+7.63%
YTD
+9.78%
1 Year
+18.62%
3 Years (annualized)
+12.51%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAESX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+6.57%
vs Peers
+3.21%

AAESX Mutual Fund Performance

AAESX performance across multiple time periods: 1-month -0.80%, YTD 9.78%, 1-year 18.62%, 3-year 12.51%, 5-year 6.06%, 10-year 8.28%.

AAESX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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