AQGNX Mutual Fund

NAV$13.94

Returns Overview

1 Month
-0.59%
3 Months
+15.74%
6 Months
+11.59%
YTD
+11.04%
1 Year
+27.53%
3 Years (annualized)
+25.12%
5 Years (annualized)
+15.01%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQGNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+9.49%
vs Peers
+1.55%

AQGNX Mutual Fund Performance

AQGNX performance across multiple time periods: 1-month -0.59%, YTD 11.04%, 1-year 27.53%, 3-year 25.12%, 5-year 15.01%, 10-year 13.22%.

AQGNX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

AQGNX performance comparison shows side-by-side returns with another fund. AQGNX alternatives are available in the Mutual Fund Screener.