AGGIX Mutual Fund

AGGIX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
-1.84%
3 Months
-2.92%
6 Months
+1.74%
YTD
+2.93%
1 Year
+5.53%
3 Years (annualized)
+13.06%
5 Years (annualized)
+4.79%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+8.51%
vs Peers
-5.58%

AGGIX Mutual Fund Performance

AGGIX performance across multiple time periods: 1-month -1.84%, YTD 2.93%, 1-year 5.53%, 3-year 13.06%, 5-year 4.79%, 10-year 11.39%.

AGGIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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