AAGOX Mutual Fund

NAV$121.27

Returns Overview

1 Month
+3.37%
3 Months
+34.60%
6 Months
+24.33%
YTD
+23.60%
1 Year
+43.86%
3 Years (annualized)
+34.47%
5 Years (annualized)
+13.41%
10 Years (annualized)
+20.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGOX 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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+23.60%
Peer Avg (YTD)
+8.97%
vs Peers
+14.63%

AAGOX Mutual Fund Performance

AAGOX performance across multiple time periods: 1-month 3.37%, YTD 23.60%, 1-year 43.86%, 3-year 34.47%, 5-year 13.41%, 10-year 20.10%.

AAGOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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