AEMVX Mutual Fund

NAV$33.74

Returns Overview

1 Month
+0.70%
3 Months
+25.57%
6 Months
+29.58%
YTD
+26.50%
1 Year
+45.93%
3 Years (annualized)
+27.30%
5 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMVX 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)
+26.50%
Peer Avg (YTD)
+23.08%
vs Peers
+3.43%

AEMVX Mutual Fund Performance

AEMVX performance across multiple time periods: 1-month 0.70%, YTD 26.50%, 1-year 45.93%, 3-year 27.30%, 5-year 11.69%.

AEMVX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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