AAGTX Mutual Fund

AAGTX Mutual Fund

NAV$25.17
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Returns Overview

1 Month
-1.12%
3 Months
+2.90%
6 Months
+5.40%
YTD
+7.31%
1 Year
+16.12%
3 Years (annualized)
+15.39%
5 Years (annualized)
+8.53%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGTX 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)
+7.31%
Peer Avg (YTD)
+6.99%
vs Peers
+0.32%

AAGTX Mutual Fund Performance

AAGTX performance across multiple time periods: 1-month -1.12%, YTD 7.31%, 1-year 16.12%, 3-year 15.39%, 5-year 8.53%, 10-year 11.06%.

AAGTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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