AEPFX Mutual Fund

AEPFX Mutual Fund

NAV$61.72
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Returns Overview

1 Month
-2.74%
3 Months
-0.41%
6 Months
+14.04%
YTD
+9.21%
1 Year
+15.84%
3 Years (annualized)
+17.30%
5 Years (annualized)
+5.51%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPFX 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)
+9.21%
Peer Avg (YTD)
+8.68%
vs Peers
+0.53%

AEPFX Mutual Fund Performance

AEPFX performance across multiple time periods: 1-month -2.74%, YTD 9.21%, 1-year 15.84%, 3-year 17.30%, 5-year 5.51%, 10-year 9.32%.

AEPFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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