AAIEX Mutual Fund

NAV$20.96

Returns Overview

1 Month
-0.36%
3 Months
+9.48%
6 Months
+7.49%
YTD
+6.72%
1 Year
+20.06%
3 Years (annualized)
+15.80%
5 Years (annualized)
+10.03%
10 Years (annualized)
+8.88%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+8.71%
vs Peers
-1.99%

AAIEX Mutual Fund Performance

AAIEX performance across multiple time periods: 1-month -0.36%, YTD 6.72%, 1-year 20.06%, 3-year 15.80%, 5-year 10.03%, 10-year 8.88%.

AAIEX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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