AEIUX Mutual Fund

AEIUX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+4.18%
3 Months
+5.62%
6 Months
+8.90%
YTD
+12.74%
1 Year
+19.25%
3 Years (annualized)
+11.89%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.00%

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
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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)
+12.74%
Peer Avg (YTD)
+11.41%
vs Peers
+1.33%

AEIUX Mutual Fund Performance

AEIUX performance across multiple time periods: 1-month 4.18%, YTD 12.74%, 1-year 19.25%, 3-year 11.89%, 5-year 8.18%, 10-year 9.00%.

AEIUX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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