AGEIX Mutual Fund

AGEIX Mutual Fund

NAV$7.60
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Returns Overview

1 Month
-0.79%
3 Months
+1.10%
6 Months
+7.16%
YTD
+8.87%
1 Year
+15.35%
3 Years (annualized)
+16.56%
5 Years (annualized)
+8.01%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEIX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+0.32%
vs Peers
+8.55%

AGEIX Mutual Fund Performance

AGEIX performance across multiple time periods: 1-month -0.79%, YTD 8.87%, 1-year 15.35%, 3-year 16.56%, 5-year 8.01%, 10-year 8.10%.

AGEIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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