AGEYX Mutual Fund

AGEYX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
+1.52%
3 Months
+3.18%
6 Months
+4.72%
YTD
+9.70%
1 Year
+18.13%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.12%
10 Years (annualized)
+8.10%

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)
+9.70%
Peer Avg (YTD)
+2.96%
vs Peers
+6.74%

AGEYX Mutual Fund Performance

AGEYX performance across multiple time periods: 1-month 1.52%, YTD 9.70%, 1-year 18.13%, 3-year 16.52%, 5-year 8.12%, 10-year 8.10%.

AGEYX returns outperform the peer average of 2.96% 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.