AABGX Mutual Fund

AABGX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-2.54%
3 Months
-1.65%
6 Months
+3.26%
YTD
+2.38%
1 Year
+4.23%
3 Years (annualized)
+9.21%
5 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+7.09%
vs Peers
-4.71%

AABGX Mutual Fund Performance

AABGX performance across multiple time periods: 1-month -2.54%, YTD 2.38%, 1-year 4.23%, 3-year 9.21%, 5-year 3.40%.

AABGX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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