AEIYX Mutual Fund

AEIYX Mutual Fund

NAV$9.31
See how much of AEIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.28%
3 Months
+5.75%
6 Months
+9.05%
YTD
+12.89%
1 Year
+19.47%
3 Years (annualized)
+12.06%
5 Years (annualized)
+8.36%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+11.41%
vs Peers
+1.47%

AEIYX Mutual Fund Performance

AEIYX performance across multiple time periods: 1-month 4.28%, YTD 12.89%, 1-year 19.47%, 3-year 12.06%, 5-year 8.36%, 10-year 9.16%.

AEIYX returns outperform the peer average of 11.41% 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.