AGGRX Mutual Fund

AGGRX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-1.80%
3 Months
+2.34%
6 Months
+1.58%
YTD
+4.59%
1 Year
+5.54%
3 Years (annualized)
+12.13%
5 Years (annualized)
+4.94%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGRX 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)
+4.59%
Peer Avg (YTD)
+6.23%
vs Peers
-1.64%

AGGRX Mutual Fund Performance

AGGRX performance across multiple time periods: 1-month -1.80%, YTD 4.59%, 1-year 5.54%, 3-year 12.13%, 5-year 4.94%, 10-year 11.07%.

AGGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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