AAGOX Mutual Fund

AAGOX Mutual Fund

NAV$123.09
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Returns Overview

1 Month
+1.70%
3 Months
-3.20%
6 Months
+30.29%
YTD
+19.65%
1 Year
+16.59%
3 Years (annualized)
+32.53%
5 Years (annualized)
+11.42%
10 Years (annualized)
+18.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGOX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+19.65%
Peer Avg (YTD)
+8.68%
vs Peers
+10.97%

AAGOX Mutual Fund Performance

AAGOX performance across multiple time periods: 1-month 1.70%, YTD 19.65%, 1-year 16.59%, 3-year 32.53%, 5-year 11.42%, 10-year 18.74%.

AAGOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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