AEMZX Mutual Fund

AEMZX Mutual Fund

NAV$35.66
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Returns Overview

1 Month
+5.52%
3 Months
-1.24%
6 Months
+9.60%
YTD
+27.11%
1 Year
+40.76%
3 Years (annualized)
+25.69%
5 Years (annualized)
+11.14%
10 Years (annualized)
+10.57%

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
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📉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)
+27.11%
Peer Avg (YTD)
+20.14%
vs Peers
+6.97%

AEMZX Mutual Fund Performance

AEMZX performance across multiple time periods: 1-month 5.52%, YTD 27.11%, 1-year 40.76%, 3-year 25.69%, 5-year 11.14%, 10-year 10.57%.

AEMZX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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