AEMSX Mutual Fund

AEMSX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
-9.77%
3 Months
-7.79%
6 Months
-4.51%
YTD
+9.92%
1 Year
+13.05%
3 Years (annualized)
+19.68%
5 Years (annualized)
+2.87%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMSX 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)
+9.92%
Peer Avg (YTD)
+9.82%
vs Peers
+0.10%

AEMSX Mutual Fund Performance

AEMSX performance across multiple time periods: 1-month -9.77%, YTD 9.92%, 1-year 13.05%, 3-year 19.68%, 5-year 2.87%, 10-year 6.27%.

AEMSX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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