AGEPX Mutual Fund

AGEPX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
+1.50%
3 Months
+3.12%
6 Months
+4.61%
YTD
+9.43%
1 Year
+17.90%
3 Years (annualized)
+16.22%
5 Years (annualized)
+7.84%
10 Years (annualized)
+7.81%

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
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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)
+9.43%
Peer Avg (YTD)
+2.96%
vs Peers
+6.47%

AGEPX Mutual Fund Performance

AGEPX performance across multiple time periods: 1-month 1.50%, YTD 9.43%, 1-year 17.90%, 3-year 16.22%, 5-year 7.84%, 10-year 7.81%.

AGEPX returns outperform the peer average of 2.96% 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.