AEDHX Mutual Fund

AEDHX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.65%
3 Months
-0.18%
6 Months
-1.00%
YTD
+1.53%
1 Year
+5.90%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDHX 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)
+1.53%
Peer Avg (YTD)
+2.96%
vs Peers
-1.43%

AEDHX Mutual Fund Performance

AEDHX performance across multiple time periods: 1-month 0.65%, YTD 1.53%, 1-year 5.90%, 3-year 6.74%, 5-year 1.05%, 10-year 2.18%.

AEDHX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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