AEPIX Mutual Fund

AEPIX Mutual Fund

NAV$30.46
See how much of AEPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+6.81%
6 Months
+13.89%
YTD
+10.49%
1 Year
+16.48%
3 Years (annualized)
+18.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+9.98%
vs Peers
+0.51%

AEPIX Mutual Fund Performance

AEPIX performance across multiple time periods: 1-month 0.27%, YTD 10.49%, 1-year 16.48%, 3-year 18.71%.

AEPIX returns outperform the peer average of 9.98% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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