AGECX Mutual Fund

AGECX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+0.28%
3 Months
+2.52%
6 Months
+4.67%
YTD
+7.46%
1 Year
+16.44%
3 Years (annualized)
+14.36%
5 Years (annualized)
+7.55%
10 Years (annualized)
+6.87%

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
PROUpgrade to run
🏦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)
+7.46%
Peer Avg (YTD)
+2.32%
vs Peers
+5.13%

AGECX Mutual Fund Performance

AGECX performance across multiple time periods: 1-month 0.28%, YTD 7.46%, 1-year 16.44%, 3-year 14.36%, 5-year 7.55%, 10-year 6.87%.

AGECX returns outperform the peer average of 2.32% 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.