AEGFX Mutual Fund

AEGFX Mutual Fund

NAV$64.20
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Returns Overview

1 Month
-1.03%
3 Months
+4.51%
6 Months
+4.21%
YTD
+9.93%
1 Year
+23.75%
3 Years (annualized)
+14.07%
5 Years (annualized)
+4.51%
10 Years (annualized)
+8.73%

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)
+9.93%
Peer Avg (YTD)
+6.23%
vs Peers
+3.70%

AEGFX Mutual Fund Performance

AEGFX performance across multiple time periods: 1-month -1.03%, YTD 9.93%, 1-year 23.75%, 3-year 14.07%, 5-year 4.51%, 10-year 8.73%.

AEGFX returns outperform the peer average of 6.23% 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.