AEPGX Mutual Fund

AEPGX Mutual Fund

NAV$61.78
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Returns Overview

1 Month
-2.77%
3 Months
-0.47%
6 Months
+13.90%
YTD
+9.02%
1 Year
+15.56%
3 Years (annualized)
+17.01%
5 Years (annualized)
+5.24%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPGX 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
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📉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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+8.67%
vs Peers
+0.35%

AEPGX Mutual Fund Performance

AEPGX performance across multiple time periods: 1-month -2.77%, YTD 9.02%, 1-year 15.56%, 3-year 17.01%, 5-year 5.24%, 10-year 8.60%.

AEPGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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