AEDWX Mutual Fund

AEDWX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-3.83%
3 Months
-4.65%
6 Months
-0.85%
YTD
-2.04%
1 Year
+0.51%
3 Years (annualized)
+7.26%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEDWX 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)
-2.04%
Peer Avg (YTD)
+0.32%
vs Peers
-2.36%

AEDWX Mutual Fund Performance

AEDWX performance across multiple time periods: 1-month -3.83%, YTD -2.04%, 1-year 0.51%, 3-year 7.26%, 5-year 1.53%, 10-year 2.67%.

AEDWX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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