AAEYX Mutual Fund

AAEYX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-2.64%
3 Months
-3.60%
6 Months
-3.03%
YTD
-2.93%
1 Year
-2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.93%
Peer Avg (YTD)
+0.50%
vs Peers
-3.43%

AAEYX Mutual Fund Performance

AAEYX performance across multiple time periods: 1-month -2.64%, YTD -2.93%, 1-year -2.21%.

AAEYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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