AEDFX Mutual Fund

AEDFX Mutual Fund

NAV$13.28
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Returns Overview

1 Month
+0.76%
3 Months
+1.07%
6 Months
+4.65%
YTD
+5.15%
1 Year
+6.41%
3 Years (annualized)
+5.61%
5 Years (annualized)
+3.61%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDFX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+5.41%
vs Peers
-0.27%

AEDFX Mutual Fund Performance

AEDFX performance across multiple time periods: 1-month 0.76%, YTD 5.15%, 1-year 6.41%, 3-year 5.61%, 5-year 3.61%, 10-year 3.81%.

AEDFX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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