AEURX Mutual Fund

AEURX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-4.39%
3 Months
+0.48%
6 Months
+5.33%
YTD
+8.46%
1 Year
+10.71%
3 Years (annualized)
+12.38%
5 Years (annualized)
+7.31%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEURX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+10.00%
vs Peers
-1.54%

AEURX Mutual Fund Performance

AEURX performance across multiple time periods: 1-month -4.39%, YTD 8.46%, 1-year 10.71%, 3-year 12.38%, 5-year 7.31%, 10-year 8.31%.

AEURX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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