AEGFX Mutual Fund

AEGFX Mutual Fund

NAV$62.84
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Returns Overview

1 Month
+3.41%
3 Months
+2.15%
6 Months
+5.62%
YTD
+13.68%
1 Year
+23.28%
3 Years (annualized)
+16.97%
5 Years (annualized)
+5.22%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEGFX 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
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📉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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+8.51%
vs Peers
+5.17%

AEGFX Mutual Fund Performance

AEGFX performance across multiple time periods: 1-month 3.41%, YTD 13.68%, 1-year 23.28%, 3-year 16.97%, 5-year 5.22%, 10-year 9.02%.

AEGFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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