AAAGX Mutual Fund

NAV$21.79

Returns Overview

1 Month
-2.09%
3 Months
+16.14%
6 Months
+3.84%
YTD
+4.20%
1 Year
+14.59%
3 Years (annualized)
+23.11%
5 Years (annualized)
+14.82%
10 Years (annualized)
+21.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+8.97%
vs Peers
-4.77%

AAAGX Mutual Fund Performance

AAAGX performance across multiple time periods: 1-month -2.09%, YTD 4.20%, 1-year 14.59%, 3-year 23.11%, 5-year 14.82%, 10-year 21.90%.

AAAGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

AAAGX performance comparison shows side-by-side returns with another fund. AAAGX alternatives are available in the Mutual Fund Screener.