AIECX Mutual Fund

AIECX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
-0.76%
3 Months
+4.72%
6 Months
+5.99%
YTD
+9.52%
1 Year
+17.42%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.51%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIECX 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 ACWI ex US Index
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+6.23%
vs Peers
+3.29%

AIECX Mutual Fund Performance

AIECX performance across multiple time periods: 1-month -0.76%, YTD 9.52%, 1-year 17.42%, 3-year 8.32%, 5-year 3.51%, 10-year 5.72%.

AIECX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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