AEHDX Mutual Fund

AEHDX Mutual Fund

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Returns Overview

1 Month
-3.77%
3 Months
-4.49%
6 Months
-0.55%
YTD
-1.52%
1 Year
+1.09%
3 Years (annualized)
+7.95%
5 Years (annualized)
+2.18%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEHDX 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)
-1.52%
Peer Avg (YTD)
+0.32%
vs Peers
-1.84%

AEHDX Mutual Fund Performance

AEHDX performance across multiple time periods: 1-month -3.77%, YTD -1.52%, 1-year 1.09%, 3-year 7.95%, 5-year 2.18%, 10-year 3.34%.

AEHDX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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