AIERX Mutual Fund

NAV$22.67

Returns Overview

1 Month
+1.17%
3 Months
+15.01%
6 Months
+10.65%
YTD
+9.03%
1 Year
+15.02%
3 Years (annualized)
+9.62%
5 Years (annualized)
+5.83%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIERX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+8.97%
vs Peers
+0.06%

AIERX Mutual Fund Performance

AIERX performance across multiple time periods: 1-month 1.17%, YTD 9.03%, 1-year 15.02%, 3-year 9.62%, 5-year 5.83%, 10-year 7.69%.

AIERX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

AIERX performance comparison shows side-by-side returns with another fund. AIERX alternatives are available in the Mutual Fund Screener.