AEIYX Mutual Fund

AEIYX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
+6.14%
3 Months
+2.49%
6 Months
+8.38%
YTD
+15.69%
1 Year
+20.22%
3 Years (annualized)
+16.16%
5 Years (annualized)
+8.50%
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)
+15.69%
Peer Avg (YTD)
+12.44%
vs Peers
+3.26%

AEIYX Mutual Fund Performance

AEIYX performance across multiple time periods: 1-month 6.14%, YTD 15.69%, 1-year 20.22%, 3-year 16.16%, 5-year 8.50%, 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.