AAETX Mutual Fund

AAETX Mutual Fund

NAV$19.43
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Returns Overview

1 Month
+0.96%
3 Months
+0.61%
6 Months
+3.11%
YTD
+6.08%
1 Year
+10.87%
3 Years (annualized)
+12.82%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.80%

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
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 ACWI ex US Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+8.76%
vs Peers
-2.67%

AAETX Mutual Fund Performance

AAETX performance across multiple time periods: 1-month 0.96%, YTD 6.08%, 1-year 10.87%, 3-year 12.82%, 5-year 6.16%, 10-year 8.80%.

AAETX returns trail the peer average of 8.76% 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.