AAEZX Mutual Fund

AAEZX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
-0.96%
3 Months
+0.00%
6 Months
+0.46%
YTD
+0.95%
1 Year
+5.85%
3 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEZX 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 Global Aggregate Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.12%
vs Peers
+0.83%

AAEZX Mutual Fund Performance

AAEZX performance across multiple time periods: 1-month -0.96%, YTD 0.95%, 1-year 5.85%, 3-year 7.13%.

AAEZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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