AEPCX Mutual Fund

AEPCX Mutual Fund

NAV$61.21
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Returns Overview

1 Month
-1.10%
3 Months
+4.32%
6 Months
+3.84%
YTD
+9.47%
1 Year
+22.87%
3 Years (annualized)
+13.26%
5 Years (annualized)
+3.61%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPCX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+6.23%
vs Peers
+3.24%

AEPCX Mutual Fund Performance

AEPCX performance across multiple time periods: 1-month -1.10%, YTD 9.47%, 1-year 22.87%, 3-year 13.26%, 5-year 3.61%, 10-year 7.57%.

AEPCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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