AEIYX Mutual Fund

AEIYX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.95%
3 Months
+7.82%
6 Months
+5.09%
YTD
+13.96%
1 Year
+16.63%
3 Years (annualized)
+13.34%
5 Years (annualized)
+8.22%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEIYX 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)
+13.96%
Peer Avg (YTD)
+12.44%
vs Peers
+1.52%

AEIYX Mutual Fund Performance

AEIYX performance across multiple time periods: 1-month 0.95%, YTD 13.96%, 1-year 16.63%, 3-year 13.34%, 5-year 8.22%, 10-year 9.16%.

AEIYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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