AEDAX Mutual Fund

AEDAX Mutual Fund

NAV$38.28
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Returns Overview

1 Month
+0.35%
3 Months
+3.06%
6 Months
+7.13%
YTD
+19.58%
1 Year
+30.56%
3 Years (annualized)
+27.46%
5 Years (annualized)
+14.86%
10 Years (annualized)
+12.40%

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
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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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+19.58%
Peer Avg (YTD)
+9.72%
vs Peers
+9.86%

AEDAX Mutual Fund Performance

AEDAX performance across multiple time periods: 1-month 0.35%, YTD 19.58%, 1-year 30.56%, 3-year 27.46%, 5-year 14.86%, 10-year 12.40%.

AEDAX returns outperform the peer average of 9.72% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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