AAGOX Mutual Fund

AAGOX Mutual Fund

NAV$124.92
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Returns Overview

1 Month
-7.80%
3 Months
+6.42%
6 Months
+15.78%
YTD
+13.96%
1 Year
+25.95%
3 Years (annualized)
+29.90%
5 Years (annualized)
+11.44%
10 Years (annualized)
+18.40%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+6.23%
vs Peers
+7.73%

AAGOX Mutual Fund Performance

AAGOX performance across multiple time periods: 1-month -7.80%, YTD 13.96%, 1-year 25.95%, 3-year 29.90%, 5-year 11.44%, 10-year 18.40%.

AAGOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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