AAERX Mutual Fund

AAERX Mutual Fund

NAV$19.65
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Returns Overview

1 Month
-4.57%
3 Months
+1.07%
6 Months
+10.65%
YTD
+7.94%
1 Year
+15.87%
3 Years (annualized)
+18.82%
5 Years (annualized)
+11.69%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAERX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+9.89%
vs Peers
-1.95%

AAERX Mutual Fund Performance

AAERX performance across multiple time periods: 1-month -4.57%, YTD 7.94%, 1-year 15.87%, 3-year 18.82%, 5-year 11.69%, 10-year 9.23%.

AAERX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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