AEIMX Mutual Fund

AEIMX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+4.28%
3 Months
+5.78%
6 Months
+9.32%
YTD
+13.29%
1 Year
+20.14%
3 Years (annualized)
+12.69%
5 Years (annualized)
+8.96%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEIMX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+11.41%
vs Peers
+1.88%

AEIMX Mutual Fund Performance

AEIMX performance across multiple time periods: 1-month 4.28%, YTD 13.29%, 1-year 20.14%, 3-year 12.69%, 5-year 8.96%, 10-year 9.50%.

AEIMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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