AAETX Mutual Fund

AAETX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
+1.03%
3 Months
-0.56%
6 Months
+1.29%
YTD
+4.48%
1 Year
+6.25%
3 Years (annualized)
+14.31%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAETX 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
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📉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 ACWI ex US Index
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+14.77%
vs Peers
-10.29%

AAETX Mutual Fund Performance

AAETX performance across multiple time periods: 1-month 1.03%, YTD 4.48%, 1-year 6.25%, 3-year 14.31%, 5-year 5.65%, 10-year 8.74%.

AAETX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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