AEYDX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+0.88%
3 Months
+4.16%
6 Months
+3.04%
YTD
+3.04%
1 Year
+10.62%
3 Years (annualized)
+8.16%
5 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEYDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+3.07%
vs Peers
-0.03%

AEYDX Mutual Fund Performance

AEYDX performance across multiple time periods: 1-month 0.88%, YTD 3.04%, 1-year 10.62%, 3-year 8.16%, 5-year 2.50%.

AEYDX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

AEYDX performance comparison shows side-by-side returns with another fund. AEYDX alternatives are available in the Mutual Fund Screener.