AECXX Mutual Fund

AECXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.88%
6 Months
+1.72%
YTD
+2.04%
1 Year
+3.72%
3 Years (annualized)
+4.51%
5 Years (annualized)
+3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AECXX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+1.18%
vs Peers
+0.86%

AECXX Mutual Fund Performance

AECXX performance across multiple time periods: 1-month 0.30%, YTD 2.04%, 1-year 3.72%, 3-year 4.51%, 5-year 3.54%.

AECXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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