AEDCX Mutual Fund

NAV$35.57

Returns Overview

1 Month
+0.26%
3 Months
+12.48%
6 Months
+15.96%
YTD
+14.23%
1 Year
+24.34%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.96%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDCX 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)
+14.23%
Peer Avg (YTD)
+7.64%
vs Peers
+6.59%

AEDCX Mutual Fund Performance

AEDCX performance across multiple time periods: 1-month 0.26%, YTD 14.23%, 1-year 24.34%, 3-year 13.99%, 5-year 6.96%, 10-year 7.04%.

AEDCX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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