AQLGX Mutual Fund

AQLGX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+1.04%
3 Months
+5.43%
6 Months
+15.91%
YTD
+10.69%
1 Year
+13.18%
3 Years (annualized)
+17.17%
5 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQLGX 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 Index(SPX)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+17.27%
vs Peers
-6.58%

AQLGX Mutual Fund Performance

AQLGX performance across multiple time periods: 1-month 1.04%, YTD 10.69%, 1-year 13.18%, 3-year 17.17%, 5-year 10.54%.

AQLGX returns trail the peer average of 17.27% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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