AEDRX Mutual Fund

AEDRX Mutual Fund

NAV$40.07
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Returns Overview

1 Month
+2.34%
3 Months
+8.20%
6 Months
+11.99%
YTD
+19.00%
1 Year
+34.03%
3 Years (annualized)
+15.29%
5 Years (annualized)
+6.23%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDRX 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)
+19.00%
Peer Avg (YTD)
+8.89%
vs Peers
+10.11%

AEDRX Mutual Fund Performance

AEDRX performance across multiple time periods: 1-month 2.34%, YTD 19.00%, 1-year 34.03%, 3-year 15.29%, 5-year 6.23%, 10-year 6.78%.

AEDRX returns outperform the peer average of 8.89% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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