AEXDX Mutual Fund

AEXDX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
-3.78%
3 Months
-4.80%
6 Months
-1.03%
YTD
-2.08%
1 Year
+0.46%
3 Years (annualized)
+7.78%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEXDX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
-2.08%
Peer Avg (YTD)
+0.32%
vs Peers
-2.40%

AEXDX Mutual Fund Performance

AEXDX performance across multiple time periods: 1-month -3.78%, YTD -2.08%, 1-year 0.46%, 3-year 7.78%, 5-year 2.13%, 10-year 3.32%.

AEXDX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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