AEDWX Mutual Fund

AEDWX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-1.59%
3 Months
+0.05%
6 Months
-0.07%
YTD
+1.10%
1 Year
+7.80%
3 Years (annualized)
+6.18%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.73%

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
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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)
+1.10%
Peer Avg (YTD)
+2.32%
vs Peers
-1.22%

AEDWX Mutual Fund Performance

AEDWX performance across multiple time periods: 1-month -1.59%, YTD 1.10%, 1-year 7.80%, 3-year 6.18%, 5-year 1.53%, 10-year 2.73%.

AEDWX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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