AECSX Mutual Fund

NAV$14.36

Returns Overview

1 Month
+0.21%
3 Months
-0.94%
6 Months
-3.51%
YTD
-3.14%
1 Year
-2.00%
3 Years (annualized)
+4.23%
5 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AECSX 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)
-3.14%
Peer Avg (YTD)
+1.65%
vs Peers
-4.80%

AECSX Mutual Fund Performance

AECSX performance across multiple time periods: 1-month 0.21%, YTD -3.14%, 1-year -2.00%, 3-year 4.23%, 5-year 8.99%.

AECSX returns trail the peer average of 1.65% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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