AGEAX Mutual Fund

AGEAX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
+0.76%
3 Months
+0.99%
6 Months
+4.64%
YTD
+5.14%
1 Year
+7.05%
3 Years (annualized)
+6.07%
5 Years (annualized)
+3.86%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+5.40%
vs Peers
-0.26%

AGEAX Mutual Fund Performance

AGEAX performance across multiple time periods: 1-month 0.76%, YTD 5.14%, 1-year 7.05%, 3-year 6.07%, 5-year 3.86%, 10-year 4.15%.

AGEAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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