AAEVX Mutual Fund

AAEVX Mutual Fund

NAV$14.46
See how much of AAEVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.24%
3 Months
+1.88%
6 Months
+7.11%
YTD
+12.38%
1 Year
+19.86%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+8.76%
vs Peers
+3.63%

AAEVX Mutual Fund Performance

AAEVX performance across multiple time periods: 1-month 2.24%, YTD 12.38%, 1-year 19.86%, 3-year 18.53%, 5-year 9.01%.

AAEVX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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