AEDGX Mutual Fund

AEDGX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-1.38%
3 Months
+0.50%
6 Months
+0.65%
YTD
+1.93%
1 Year
+9.34%
3 Years (annualized)
+7.74%
5 Years (annualized)
+2.99%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDGX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.32%
vs Peers
-0.40%

AEDGX Mutual Fund Performance

AEDGX performance across multiple time periods: 1-month -1.38%, YTD 1.93%, 1-year 9.34%, 3-year 7.74%, 5-year 2.99%, 10-year 4.19%.

AEDGX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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