AEHDX Mutual Fund

AEHDX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.86%
3 Months
+0.10%
6 Months
-0.41%
YTD
+2.34%
1 Year
+7.10%
3 Years (annualized)
+7.95%
5 Years (annualized)
+2.18%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEHDX 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)
+2.34%
Peer Avg (YTD)
+2.96%
vs Peers
-0.62%

AEHDX Mutual Fund Performance

AEHDX performance across multiple time periods: 1-month 0.86%, YTD 2.34%, 1-year 7.10%, 3-year 7.95%, 5-year 2.18%, 10-year 3.34%.

AEHDX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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