AEYDX Mutual Fund

AEYDX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-1.48%
3 Months
+0.22%
6 Months
+0.35%
YTD
+1.52%
1 Year
+8.51%
3 Years (annualized)
+6.95%
5 Years (annualized)
+2.24%
10 Years (annualized)
+3.45%

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
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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+2.32%
vs Peers
-0.81%

AEYDX Mutual Fund Performance

AEYDX performance across multiple time periods: 1-month -1.48%, YTD 1.52%, 1-year 8.51%, 3-year 6.95%, 5-year 2.24%, 10-year 3.45%.

AEYDX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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