AAEIX Mutual Fund

AAEIX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-2.50%
3 Months
-0.71%
6 Months
+10.97%
YTD
+8.99%
1 Year
+13.30%
3 Years (annualized)
+17.39%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+7.09%
vs Peers
+1.91%

AAEIX Mutual Fund Performance

AAEIX performance across multiple time periods: 1-month -2.50%, YTD 8.99%, 1-year 13.30%, 3-year 17.39%, 5-year 8.02%.

AAEIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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