AEDWX Mutual Fund

AEDWX Mutual Fund

NAV$8.86
See how much of AEDWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
-0.05%
6 Months
-0.67%
YTD
+1.86%
1 Year
+6.40%
3 Years (annualized)
+7.26%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.67%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+2.96%
vs Peers
-1.09%

AEDWX Mutual Fund Performance

AEDWX performance across multiple time periods: 1-month 0.75%, YTD 1.86%, 1-year 6.40%, 3-year 7.26%, 5-year 1.53%, 10-year 2.67%.

AEDWX returns trail the peer average of 2.96% 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.