AEDHX Mutual Fund

AEDHX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-3.86%
3 Months
-4.78%
6 Months
-1.10%
YTD
-2.38%
1 Year
+0.03%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDHX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
-2.38%
Peer Avg (YTD)
+0.32%
vs Peers
-2.70%

AEDHX Mutual Fund Performance

AEDHX performance across multiple time periods: 1-month -3.86%, YTD -2.38%, 1-year 0.03%, 3-year 6.74%, 5-year 1.05%, 10-year 2.18%.

AEDHX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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