AGEIX Mutual Fund

AGEIX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
+0.37%
3 Months
+2.77%
6 Months
+5.16%
YTD
+8.08%
1 Year
+17.63%
3 Years (annualized)
+15.12%
5 Years (annualized)
+8.31%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEIX 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)
+8.08%
Peer Avg (YTD)
+2.32%
vs Peers
+5.76%

AGEIX Mutual Fund Performance

AGEIX performance across multiple time periods: 1-month 0.37%, YTD 8.08%, 1-year 17.63%, 3-year 15.12%, 5-year 8.31%, 10-year 8.20%.

AGEIX returns outperform the peer average of 2.32% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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