AIECX Mutual Fund

AIECX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
-2.41%
3 Months
-1.78%
6 Months
+12.83%
YTD
+6.87%
1 Year
+10.57%
3 Years (annualized)
+10.95%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIECX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+8.68%
vs Peers
-1.81%

AIECX Mutual Fund Performance

AIECX performance across multiple time periods: 1-month -2.41%, YTD 6.87%, 1-year 10.57%, 3-year 10.95%, 5-year 3.53%, 10-year 5.68%.

AIECX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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