AEPGX Mutual Fund

AEPGX Mutual Fund

NAV$65.54
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Returns Overview

1 Month
-1.02%
3 Months
+4.52%
6 Months
+4.24%
YTD
+9.96%
1 Year
+23.79%
3 Years (annualized)
+14.10%
5 Years (annualized)
+5.23%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPGX 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)
+9.96%
Peer Avg (YTD)
+6.23%
vs Peers
+3.73%

AEPGX Mutual Fund Performance

AEPGX performance across multiple time periods: 1-month -1.02%, YTD 9.96%, 1-year 23.79%, 3-year 14.10%, 5-year 5.23%, 10-year 8.82%.

AEPGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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