AEAXX Mutual Fund

AEAXX Mutual Fund

NAV$1.00
See how much of AEAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+0.86%
6 Months
+1.73%
YTD
+2.32%
1 Year
+3.63%
3 Years (annualized)
+4.46%
5 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEAXX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.25%
vs Peers
+0.07%

AEAXX Mutual Fund Performance

AEAXX performance across multiple time periods: 1-month 0.28%, YTD 2.32%, 1-year 3.63%, 3-year 4.46%, 5-year 3.60%.

AEAXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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