AGEYX Mutual Fund

AGEYX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
+0.37%
3 Months
+2.75%
6 Months
+5.14%
YTD
+8.06%
1 Year
+17.59%
3 Years (annualized)
+15.07%
5 Years (annualized)
+8.42%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEYX 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)
+8.06%
Peer Avg (YTD)
+2.32%
vs Peers
+5.73%

AGEYX Mutual Fund Performance

AGEYX performance across multiple time periods: 1-month 0.37%, YTD 8.06%, 1-year 17.59%, 3-year 15.07%, 5-year 8.42%, 10-year 8.20%.

AGEYX returns outperform the peer average of 2.32% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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