AEMGX Mutual Fund

NAV$34.11

Returns Overview

1 Month
+0.73%
3 Months
+25.59%
6 Months
+29.53%
YTD
+26.43%
1 Year
+45.77%
3 Years (annualized)
+27.16%
5 Years (annualized)
+11.64%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+26.43%
Peer Avg (YTD)
+23.08%
vs Peers
+3.35%

AEMGX Mutual Fund Performance

AEMGX performance across multiple time periods: 1-month 0.73%, YTD 26.43%, 1-year 45.77%, 3-year 27.16%, 5-year 11.64%, 10-year 11.87%.

AEMGX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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