AEDFX Mutual Fund

AEDFX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
+0.30%
3 Months
+1.22%
6 Months
+3.82%
YTD
+5.46%
1 Year
+7.29%
3 Years (annualized)
+6.55%
5 Years (annualized)
+3.86%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+3.99%
vs Peers
+1.48%

AEDFX Mutual Fund Performance

AEDFX performance across multiple time periods: 1-month 0.30%, YTD 5.46%, 1-year 7.29%, 3-year 6.55%, 5-year 3.86%, 10-year 4.32%.

AEDFX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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