AEDVX Mutual Fund

AEDVX Mutual Fund

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Returns Overview

1 Month
-3.80%
3 Months
-4.51%
6 Months
-0.59%
YTD
-1.70%
1 Year
+1.00%
3 Years (annualized)
+7.81%
5 Years (annualized)
+2.06%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-1.70%
Peer Avg (YTD)
+0.32%
vs Peers
-2.01%

AEDVX Mutual Fund Performance

AEDVX performance across multiple time periods: 1-month -3.80%, YTD -1.70%, 1-year 1.00%, 3-year 7.81%, 5-year 2.06%, 10-year 3.16%.

AEDVX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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