AEMZX Mutual Fund

AEMZX Mutual Fund

NAV$34.10
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Returns Overview

1 Month
+0.73%
3 Months
+25.65%
6 Months
+29.65%
YTD
+26.58%
1 Year
+46.08%
3 Years (annualized)
+27.43%
5 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMZX 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 Markets Index (net)
This Mutual Fund (YTD)
+26.58%
Peer Avg (YTD)
+23.08%
vs Peers
+3.50%

AEMZX Mutual Fund Performance

AEMZX performance across multiple time periods: 1-month 0.73%, YTD 26.58%, 1-year 46.08%, 3-year 27.43%, 5-year 11.88%.

AEMZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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