AEYCX Mutual Fund

AEYCX Mutual Fund

NAV$38.89
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Returns Overview

1 Month
+3.94%
3 Months
+3.60%
6 Months
+13.58%
YTD
+13.02%
1 Year
+22.75%
3 Years (annualized)
+20.54%
5 Years (annualized)
+9.65%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEYCX 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)
+13.02%
Peer Avg (YTD)
+11.21%
vs Peers
+1.80%

AEYCX Mutual Fund Performance

AEYCX performance across multiple time periods: 1-month 3.94%, YTD 13.02%, 1-year 22.75%, 3-year 20.54%, 5-year 9.65%, 10-year 12.30%.

AEYCX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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