AGGDX Mutual Fund

AGGDX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-1.04%
3 Months
-4.50%
6 Months
+10.39%
YTD
+0.90%
1 Year
+2.52%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.96%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGDX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+8.68%
vs Peers
-7.78%

AGGDX Mutual Fund Performance

AGGDX performance across multiple time periods: 1-month -1.04%, YTD 0.90%, 1-year 2.52%, 3-year 13.26%, 5-year 4.96%, 10-year 11.57%.

AGGDX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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