AAEVX Mutual Fund

AAEVX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
-2.46%
3 Months
-0.56%
6 Months
+11.42%
YTD
+9.62%
1 Year
+14.28%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEVX 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)
+9.62%
Peer Avg (YTD)
+7.09%
vs Peers
+2.53%

AAEVX Mutual Fund Performance

AAEVX performance across multiple time periods: 1-month -2.46%, YTD 9.62%, 1-year 14.28%, 3-year 18.53%, 5-year 9.01%.

AAEVX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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