AEPIX Mutual Fund

AEPIX Mutual Fund

NAV$29.65
See how much of AEPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.27%
3 Months
+4.13%
6 Months
+6.50%
YTD
+7.86%
1 Year
+20.68%
3 Years (annualized)
+17.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+9.41%
vs Peers
-1.56%

AEPIX Mutual Fund Performance

AEPIX performance across multiple time periods: 1-month 4.27%, YTD 7.86%, 1-year 20.68%, 3-year 17.72%.

AEPIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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