AAEOX Mutual Fund

AAEOX Mutual Fund

NAV$14.33
See how much of AAEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.47%
3 Months
-0.70%
6 Months
+11.12%
YTD
+9.15%
1 Year
+13.65%
3 Years (annualized)
+17.83%
5 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+7.09%
vs Peers
+2.07%

AAEOX Mutual Fund Performance

AAEOX performance across multiple time periods: 1-month -2.47%, YTD 9.15%, 1-year 13.65%, 3-year 17.83%, 5-year 8.35%.

AAEOX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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