AAGTX Mutual Fund

AAGTX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-2.03%
3 Months
-1.71%
6 Months
+10.19%
YTD
+6.66%
1 Year
+10.49%
3 Years (annualized)
+16.74%
5 Years (annualized)
+8.36%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGTX 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 ex US Index
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+7.09%
vs Peers
-0.43%

AAGTX Mutual Fund Performance

AAGTX performance across multiple time periods: 1-month -2.03%, YTD 6.66%, 1-year 10.49%, 3-year 16.74%, 5-year 8.36%, 10-year 11.07%.

AAGTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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