AEMRX Mutual Fund

NAV$17.80

Returns Overview

1 Month
+1.46%
3 Months
+29.31%
6 Months
+34.98%
YTD
+31.68%
1 Year
+60.21%
3 Years (annualized)
+27.51%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMRX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+31.68%
Peer Avg (YTD)
+23.08%
vs Peers
+8.61%

AEMRX Mutual Fund Performance

AEMRX performance across multiple time periods: 1-month 1.46%, YTD 31.68%, 1-year 60.21%, 3-year 27.51%, 5-year 6.32%, 10-year 9.72%.

AEMRX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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