AEMRX Mutual Fund

AEMRX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
+3.00%
3 Months
-5.02%
6 Months
+9.19%
YTD
+26.36%
1 Year
+42.84%
3 Years (annualized)
+25.07%
5 Years (annualized)
+5.46%
10 Years (annualized)
+8.21%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.36%
Peer Avg (YTD)
+20.14%
vs Peers
+6.22%

AEMRX Mutual Fund Performance

AEMRX performance across multiple time periods: 1-month 3.00%, YTD 26.36%, 1-year 42.84%, 3-year 25.07%, 5-year 5.46%, 10-year 8.21%.

AEMRX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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