AGEPX Mutual Fund

AGEPX Mutual Fund

NAV$7.77
See how much of AGEPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.35%
3 Months
+2.70%
6 Months
+5.03%
YTD
+7.81%
1 Year
+17.20%
3 Years (annualized)
+15.17%
5 Years (annualized)
+8.35%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEPX 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)
+7.81%
Peer Avg (YTD)
+2.32%
vs Peers
+5.48%

AGEPX Mutual Fund Performance

AGEPX performance across multiple time periods: 1-month 0.35%, YTD 7.81%, 1-year 17.20%, 3-year 15.17%, 5-year 8.35%, 10-year 7.67%.

AGEPX returns outperform the peer average of 2.32% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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