AEMZX Mutual Fund

AEMZX Mutual Fund

NAV$35.17
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Returns Overview

1 Month
-7.08%
3 Months
+2.59%
6 Months
+10.15%
YTD
+20.46%
1 Year
+35.41%
3 Years (annualized)
+22.03%
5 Years (annualized)
+11.19%
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)
+20.46%
Peer Avg (YTD)
+17.66%
vs Peers
+2.80%

AEMZX Mutual Fund Performance

AEMZX performance across multiple time periods: 1-month -7.08%, YTD 20.46%, 1-year 35.41%, 3-year 22.03%, 5-year 11.19%, 10-year 10.57%.

AEMZX returns outperform the peer average of 17.66% 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.