AEDAX Mutual Fund

NAV$39.60

Returns Overview

1 Month
+0.31%
3 Months
+12.69%
6 Months
+16.39%
YTD
+14.66%
1 Year
+25.28%
3 Years (annualized)
+14.89%
5 Years (annualized)
+6.22%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDAX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+14.66%
Peer Avg (YTD)
+7.64%
vs Peers
+7.02%

AEDAX Mutual Fund Performance

AEDAX performance across multiple time periods: 1-month 0.31%, YTD 14.66%, 1-year 25.28%, 3-year 14.89%, 5-year 6.22%, 10-year 7.07%.

AEDAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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