AIERX Mutual Fund

AIERX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
+1.48%
3 Months
+1.94%
6 Months
+5.55%
YTD
+11.48%
1 Year
+16.54%
3 Years (annualized)
+11.14%
5 Years (annualized)
+6.02%
10 Years (annualized)
+7.22%

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
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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)
+11.48%
Peer Avg (YTD)
+8.51%
vs Peers
+2.97%

AIERX Mutual Fund Performance

AIERX performance across multiple time periods: 1-month 1.48%, YTD 11.48%, 1-year 16.54%, 3-year 11.14%, 5-year 6.02%, 10-year 7.22%.

AIERX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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