AGEYX Mutual Fund

AGEYX Mutual Fund

NAV$7.53
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Returns Overview

1 Month
-0.92%
3 Months
+0.95%
6 Months
+6.99%
YTD
+8.69%
1 Year
+15.15%
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)
+8.69%
Peer Avg (YTD)
+0.32%
vs Peers
+8.37%

AGEYX Mutual Fund Performance

AGEYX performance across multiple time periods: 1-month -0.92%, YTD 8.69%, 1-year 15.15%, 3-year 16.52%, 5-year 8.12%, 10-year 8.10%.

AGEYX returns outperform the peer average of 0.32% 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.