AAEWX Mutual Fund

AAEWX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
+1.20%
3 Months
+1.46%
6 Months
+3.60%
YTD
+7.18%
1 Year
+11.40%
3 Years (annualized)
+11.98%
5 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEWX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+8.76%
vs Peers
-1.58%

AAEWX Mutual Fund Performance

AAEWX performance across multiple time periods: 1-month 1.20%, YTD 7.18%, 1-year 11.40%, 3-year 11.98%, 5-year 5.21%.

AAEWX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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