AAIEX Mutual Fund

AAIEX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
-0.46%
3 Months
-3.35%
6 Months
+4.36%
YTD
+7.38%
1 Year
+14.31%
3 Years (annualized)
+20.27%
5 Years (annualized)
+10.34%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIEX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+10.38%
vs Peers
-3.00%

AAIEX Mutual Fund Performance

AAIEX performance across multiple time periods: 1-month -0.46%, YTD 7.38%, 1-year 14.31%, 3-year 20.27%, 5-year 10.34%, 10-year 8.77%.

AAIEX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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