AEXDX Mutual Fund

AEXDX Mutual Fund

NAV$8.82
See how much of AEXDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.43%
3 Months
-0.29%
6 Months
-0.87%
YTD
+1.76%
1 Year
+6.37%
3 Years (annualized)
+7.78%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEXDX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+2.96%
vs Peers
-1.19%

AEXDX Mutual Fund Performance

AEXDX performance across multiple time periods: 1-month 0.43%, YTD 1.76%, 1-year 6.37%, 3-year 7.78%, 5-year 2.13%, 10-year 3.32%.

AEXDX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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