AEYIX Mutual Fund

AEYIX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+5.83%
3 Months
+2.05%
6 Months
+7.46%
YTD
+14.32%
1 Year
+18.49%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.03%
10 Years (annualized)
+8.16%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+12.44%
vs Peers
+1.89%

AEYIX Mutual Fund Performance

AEYIX performance across multiple time periods: 1-month 5.83%, YTD 14.32%, 1-year 18.49%, 3-year 14.59%, 5-year 7.03%, 10-year 8.16%.

AEYIX returns outperform the peer average of 12.44% 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.