AGGDX Mutual Fund

AGGDX Mutual Fund

NAV$12.53
See how much of AGGDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.74%
3 Months
-2.89%
6 Months
+1.88%
YTD
+3.15%
1 Year
+5.78%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.96%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+8.51%
vs Peers
-5.36%

AGGDX Mutual Fund Performance

AGGDX performance across multiple time periods: 1-month -1.74%, YTD 3.15%, 1-year 5.78%, 3-year 13.26%, 5-year 4.96%, 10-year 11.57%.

AGGDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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