AEPFX Mutual Fund

AEPFX Mutual Fund

NAV$60.37
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Returns Overview

1 Month
-5.13%
3 Months
-4.55%
6 Months
-0.19%
YTD
+3.61%
1 Year
+6.83%
3 Years (annualized)
+17.47%
5 Years (annualized)
+4.30%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPFX 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)
+3.61%
Peer Avg (YTD)
+5.23%
vs Peers
-1.62%

AEPFX Mutual Fund Performance

AEPFX performance across multiple time periods: 1-month -5.13%, YTD 3.61%, 1-year 6.83%, 3-year 17.47%, 5-year 4.30%, 10-year 8.55%.

AEPFX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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