AGGPX Mutual Fund

AGGPX Mutual Fund

NAV$35.82
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Returns Overview

1 Month
+0.88%
3 Months
+3.43%
6 Months
+6.31%
YTD
+8.98%
1 Year
+15.47%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.47%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGPX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+6.57%
vs Peers
+2.41%

AGGPX Mutual Fund Performance

AGGPX performance across multiple time periods: 1-month 0.88%, YTD 8.98%, 1-year 15.47%, 3-year 13.50%, 5-year 7.47%, 10-year 10.95%.

AGGPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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