AEYRX Mutual Fund

AEYRX Mutual Fund

NAV$40.77
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Returns Overview

1 Month
+3.97%
3 Months
+3.73%
6 Months
+13.86%
YTD
+13.38%
1 Year
+23.37%
3 Years (annualized)
+21.15%
5 Years (annualized)
+10.20%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEYRX 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)
+13.38%
Peer Avg (YTD)
+11.21%
vs Peers
+2.16%

AEYRX Mutual Fund Performance

AEYRX performance across multiple time periods: 1-month 3.97%, YTD 13.38%, 1-year 23.37%, 3-year 21.15%, 5-year 10.20%, 10-year 12.86%.

AEYRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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