AOGIX Mutual Fund

AOGIX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
-0.16%
3 Months
-1.30%
6 Months
+1.73%
YTD
+6.12%
1 Year
+7.72%
3 Years (annualized)
+15.78%
5 Years (annualized)
+5.53%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOGIX 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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+6.22%
vs Peers
-0.10%

AOGIX Mutual Fund Performance

AOGIX performance across multiple time periods: 1-month -0.16%, YTD 6.12%, 1-year 7.72%, 3-year 15.78%, 5-year 5.53%, 10-year 9.34%.

AOGIX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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