AECHX Mutual Fund

NAV$13.53

Returns Overview

1 Month
+0.22%
3 Months
-1.39%
6 Months
-4.25%
YTD
-3.64%
1 Year
-3.29%
3 Years (annualized)
+2.92%
5 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AECHX 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 Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
-3.64%
Peer Avg (YTD)
+1.65%
vs Peers
-5.29%

AECHX Mutual Fund Performance

AECHX performance across multiple time periods: 1-month 0.22%, YTD -3.64%, 1-year -3.29%, 3-year 2.92%, 5-year 7.65%.

AECHX returns trail the peer average of 1.65% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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