AAESX Mutual Fund

AAESX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
+2.04%
3 Months
+1.71%
6 Months
+7.64%
YTD
+12.02%
1 Year
+18.57%
3 Years (annualized)
+14.24%
5 Years (annualized)
+4.87%
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)
+12.02%
Peer Avg (YTD)
+7.17%
vs Peers
+4.85%

AAESX Mutual Fund Performance

AAESX performance across multiple time periods: 1-month 2.04%, YTD 12.02%, 1-year 18.57%, 3-year 14.24%, 5-year 4.87%, 10-year 8.28%.

AAESX returns outperform the peer average of 7.17% 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.