AEKXX Mutual Fund

AEKXX Mutual Fund

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Returns Overview

3 Months
+0.86%
6 Months
+1.72%
YTD
+1.72%
1 Year
+4.37%
3 Years (annualized)
+2.44%
5 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEKXX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+1.36%
vs Peers
+0.36%

AEKXX Mutual Fund Performance

AEKXX performance across multiple time periods: YTD 1.72%, 1-year 4.37%, 3-year 2.44%, 5-year 1.78%.

AEKXX returns outperform the peer average of 1.36% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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