AAGPX Mutual Fund

AAGPX Mutual Fund

NAV$25.76
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Returns Overview

1 Month
+3.25%
3 Months
+4.76%
6 Months
+8.57%
YTD
+10.97%
1 Year
+20.43%
3 Years (annualized)
+14.68%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGPX 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 Value Index(RLV)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+11.41%
vs Peers
-0.44%

AAGPX Mutual Fund Performance

AAGPX performance across multiple time periods: 1-month 3.25%, YTD 10.97%, 1-year 20.43%, 3-year 14.68%, 5-year 10.51%, 10-year 11.55%.

AAGPX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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