AEPIX Mutual Fund

AEPIX Mutual Fund

NAV$30.30
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Returns Overview

1 Month
+2.17%
3 Months
+4.91%
6 Months
+9.00%
YTD
+10.19%
1 Year
+20.42%
3 Years (annualized)
+18.71%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+11.21%
vs Peers
-1.02%

AEPIX Mutual Fund Performance

AEPIX performance across multiple time periods: 1-month 2.17%, YTD 10.19%, 1-year 20.42%, 3-year 18.71%.

AEPIX returns trail the peer average of 11.21% YTD. 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.