AAEKX Mutual Fund

AAEKX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
-2.47%
3 Months
-0.63%
6 Months
+11.18%
YTD
+9.30%
1 Year
+13.82%
3 Years (annualized)
+18.08%
5 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEKX 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)
+9.30%
Peer Avg (YTD)
+7.09%
vs Peers
+2.21%

AAEKX Mutual Fund Performance

AAEKX performance across multiple time periods: 1-month -2.47%, YTD 9.30%, 1-year 13.82%, 3-year 18.08%, 5-year 8.64%.

AAEKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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