AEDWX Mutual Fund

NAV$9.38

Returns Overview

1 Month
+0.81%
3 Months
+3.98%
6 Months
+2.62%
YTD
+2.73%
1 Year
+9.91%
3 Years (annualized)
+7.43%
5 Years (annualized)
+1.77%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDWX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+3.07%
vs Peers
-0.34%

AEDWX Mutual Fund Performance

AEDWX performance across multiple time periods: 1-month 0.81%, YTD 2.73%, 1-year 9.91%, 3-year 7.43%, 5-year 1.77%, 10-year 3.05%.

AEDWX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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