AEGMX Mutual Fund

NAV$19.05

Returns Overview

1 Month
+1.52%
3 Months
+29.47%
6 Months
+35.41%
YTD
+32.12%
1 Year
+61.25%
3 Years (annualized)
+28.42%
5 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEGMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.12%
Peer Avg (YTD)
+23.08%
vs Peers
+9.04%

AEGMX Mutual Fund Performance

AEGMX performance across multiple time periods: 1-month 1.52%, YTD 32.12%, 1-year 61.25%, 3-year 28.42%, 5-year 7.05%.

AEGMX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

AEGMX performance comparison shows side-by-side returns with another fund. AEGMX alternatives are available in the Mutual Fund Screener.