AEIUX Mutual Fund

NAV$9.59

Returns Overview

1 Month
+2.39%
3 Months
+4.98%
6 Months
+8.72%
YTD
+8.21%
1 Year
+16.72%
3 Years (annualized)
+10.90%
5 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEIUX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+9.49%
vs Peers
-1.28%

AEIUX Mutual Fund Performance

AEIUX performance across multiple time periods: 1-month 2.39%, YTD 8.21%, 1-year 16.72%, 3-year 10.90%, 5-year 7.70%.

AEIUX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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