AEDQX Mutual Fund

AEDQX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-3.76%
3 Months
-4.48%
6 Months
-0.72%
YTD
-1.76%
1 Year
+0.86%
3 Years (annualized)
+7.56%
5 Years (annualized)
+1.80%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDQX 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)
-1.76%
Peer Avg (YTD)
+0.32%
vs Peers
-2.08%

AEDQX Mutual Fund Performance

AEDQX performance across multiple time periods: 1-month -3.76%, YTD -1.76%, 1-year 0.86%, 3-year 7.56%, 5-year 1.80%, 10-year 2.95%.

AEDQX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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