AEMSX Mutual Fund

AEMSX Mutual Fund

NAV$20.45
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Returns Overview

1 Month
-0.81%
3 Months
-3.78%
6 Months
+21.83%
YTD
+21.83%
1 Year
+29.84%
3 Years (annualized)
+21.19%
5 Years (annualized)
+4.70%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEMSX 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)
+21.83%
Peer Avg (YTD)
+20.48%
vs Peers
+1.35%

AEMSX Mutual Fund Performance

AEMSX performance across multiple time periods: 1-month -0.81%, YTD 21.83%, 1-year 29.84%, 3-year 21.19%, 5-year 4.70%, 10-year 7.57%.

AEMSX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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