AAETX Mutual Fund

AAETX Mutual Fund

NAV$19.57
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Returns Overview

1 Month
-2.52%
3 Months
-2.02%
6 Months
+5.27%
YTD
+3.42%
1 Year
+6.14%
3 Years (annualized)
+12.82%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAETX 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)
+3.42%
Peer Avg (YTD)
+7.09%
vs Peers
-3.67%

AAETX Mutual Fund Performance

AAETX performance across multiple time periods: 1-month -2.52%, YTD 3.42%, 1-year 6.14%, 3-year 12.82%, 5-year 6.16%, 10-year 8.80%.

AAETX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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