AEMRX Mutual Fund

AEMRX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
-0.88%
3 Months
-7.21%
6 Months
+19.99%
YTD
+22.18%
1 Year
+32.38%
3 Years (annualized)
+25.07%
5 Years (annualized)
+5.46%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMRX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.18%
Peer Avg (YTD)
+20.48%
vs Peers
+1.70%

AEMRX Mutual Fund Performance

AEMRX performance across multiple time periods: 1-month -0.88%, YTD 22.18%, 1-year 32.38%, 3-year 25.07%, 5-year 5.46%, 10-year 8.21%.

AEMRX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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