AOGIX Mutual Fund

AOGIX Mutual Fund

NAV$18.82
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Returns Overview

3 Months
+3.07%
6 Months
+5.37%
YTD
+7.52%
1 Year
+14.76%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.33%
10 Years (annualized)
+9.50%

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)
+7.52%
Peer Avg (YTD)
+6.57%
vs Peers
+0.95%

AOGIX Mutual Fund Performance

AOGIX performance across multiple time periods: YTD 7.52%, 1-year 14.76%, 3-year 12.50%, 5-year 6.33%, 10-year 9.50%.

AOGIX returns outperform the peer average of 6.57% 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.