AIEAX Mutual Fund

AIEAX Mutual Fund

NAV$19.55
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Returns Overview

1 Month
-0.52%
3 Months
-3.51%
6 Months
+4.11%
YTD
+6.94%
1 Year
+13.81%
3 Years (annualized)
+19.77%
5 Years (annualized)
+9.88%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIEAX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+10.38%
vs Peers
-3.45%

AIEAX Mutual Fund Performance

AIEAX performance across multiple time periods: 1-month -0.52%, YTD 6.94%, 1-year 13.81%, 3-year 19.77%, 5-year 9.88%, 10-year 8.33%.

AIEAX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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