AGEIX Mutual Fund

AGEIX Mutual Fund

NAV$7.59
See how much of AGEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.53%
3 Months
+3.20%
6 Months
+4.75%
YTD
+9.73%
1 Year
+18.18%
3 Years (annualized)
+16.56%
5 Years (annualized)
+8.01%
10 Years (annualized)
+8.10%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+9.73%
Peer Avg (YTD)
+2.96%
vs Peers
+6.78%

AGEIX Mutual Fund Performance

AGEIX performance across multiple time periods: 1-month 1.53%, YTD 9.73%, 1-year 18.18%, 3-year 16.56%, 5-year 8.01%, 10-year 8.10%.

AGEIX returns outperform the peer average of 2.96% 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.