AEGMX Mutual Fund

AEGMX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
-0.83%
3 Months
-7.02%
6 Months
+20.38%
YTD
+22.84%
1 Year
+33.29%
3 Years (annualized)
+25.93%
5 Years (annualized)
+6.20%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEGMX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.84%
Peer Avg (YTD)
+20.48%
vs Peers
+2.36%

AEGMX Mutual Fund Performance

AEGMX performance across multiple time periods: 1-month -0.83%, YTD 22.84%, 1-year 33.29%, 3-year 25.93%, 5-year 6.20%, 10-year 9.00%.

AEGMX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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