AIERX Mutual Fund

AIERX Mutual Fund

NAV$22.81
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Returns Overview

1 Month
-0.71%
3 Months
+4.84%
6 Months
+6.24%
YTD
+9.86%
1 Year
+17.98%
3 Years (annualized)
+8.91%
5 Years (annualized)
+4.02%
10 Years (annualized)
+7.24%

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)
+9.86%
Peer Avg (YTD)
+6.23%
vs Peers
+3.63%

AIERX Mutual Fund Performance

AIERX performance across multiple time periods: 1-month -0.71%, YTD 9.86%, 1-year 17.98%, 3-year 8.91%, 5-year 4.02%, 10-year 7.24%.

AIERX returns outperform the peer average of 6.23% 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.