AEPCX Mutual Fund

AEPCX Mutual Fund

NAV$58.46
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Returns Overview

1 Month
-2.82%
3 Months
-0.66%
6 Months
+13.48%
YTD
+8.43%
1 Year
+14.72%
3 Years (annualized)
+16.14%
5 Years (annualized)
+4.47%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPCX 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
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📉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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+8.67%
vs Peers
-0.24%

AEPCX Mutual Fund Performance

AEPCX performance across multiple time periods: 1-month -2.82%, YTD 8.43%, 1-year 14.72%, 3-year 16.14%, 5-year 4.47%, 10-year 8.23%.

AEPCX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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