AEEIX Mutual Fund

NAV$14.67

Returns Overview

1 Month
-2.16%
3 Months
+1.83%
6 Months
-7.81%
YTD
+2.48%
1 Year
+4.59%
3 Years (annualized)
-2.96%
5 Years (annualized)
+7.23%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEEIX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+2.56%
vs Peers
-0.08%

AEEIX Mutual Fund Performance

AEEIX performance across multiple time periods: 1-month -2.16%, YTD 2.48%, 1-year 4.59%, 3-year -2.96%, 5-year 7.23%, 10-year 3.20%.

AEEIX returns trail the peer average of 2.56% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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