AGEPX Mutual Fund

NAV$7.74

Returns Overview

1 Month
+1.25%
3 Months
+5.79%
6 Months
+7.58%
YTD
+7.43%
1 Year
+18.73%
3 Years (annualized)
+15.70%
5 Years (annualized)
+8.19%
10 Years (annualized)
+8.07%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+3.07%
vs Peers
+4.36%

AGEPX Mutual Fund Performance

AGEPX performance across multiple time periods: 1-month 1.25%, YTD 7.43%, 1-year 18.73%, 3-year 15.70%, 5-year 8.19%, 10-year 8.07%.

AGEPX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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