AEGSX Mutual Fund

AEGSX Mutual Fund

NAV$39.56
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Returns Overview

1 Month
+2.39%
3 Months
+8.33%
6 Months
+12.25%
YTD
+19.35%
1 Year
+34.73%
3 Years (annualized)
+15.98%
5 Years (annualized)
+6.88%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEGSX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+19.35%
Peer Avg (YTD)
+8.89%
vs Peers
+10.46%

AEGSX Mutual Fund Performance

AEGSX performance across multiple time periods: 1-month 2.39%, YTD 19.35%, 1-year 34.73%, 3-year 15.98%, 5-year 6.88%, 10-year 7.41%.

AEGSX returns outperform the peer average of 8.89% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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