AGECX Mutual Fund

AGECX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
-1.32%
3 Months
-0.90%
6 Months
+1.60%
YTD
+6.49%
1 Year
+9.30%
3 Years (annualized)
+15.08%
5 Years (annualized)
+7.05%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGECX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+0.43%
vs Peers
+6.06%

AGECX Mutual Fund Performance

AGECX performance across multiple time periods: 1-month -1.32%, YTD 6.49%, 1-year 9.30%, 3-year 15.08%, 5-year 7.05%, 10-year 6.65%.

AGECX returns outperform the peer average of 0.43% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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