AEYIX Mutual Fund

AEYIX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+4.19%
3 Months
+5.31%
6 Months
+8.33%
YTD
+12.03%
1 Year
+17.88%
3 Years (annualized)
+10.56%
5 Years (annualized)
+6.91%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEYIX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+12.03%
Peer Avg (YTD)
+11.41%
vs Peers
+0.62%

AEYIX Mutual Fund Performance

AEYIX performance across multiple time periods: 1-month 4.19%, YTD 12.03%, 1-year 17.88%, 3-year 10.56%, 5-year 6.91%, 10-year 7.71%.

AEYIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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