AGGNX Mutual Fund

AGGNX Mutual Fund

NAV$31.59
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Returns Overview

1 Month
-11.32%
3 Months
+16.09%
6 Months
-3.78%
YTD
+1.90%
1 Year
+17.25%
3 Years (annualized)
+55.08%
5 Years (annualized)
+26.52%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGNX 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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+7.76%
vs Peers
-5.86%

AGGNX Mutual Fund Performance

AGGNX performance across multiple time periods: 1-month -11.32%, YTD 1.90%, 1-year 17.25%, 3-year 55.08%, 5-year 26.52%, 10-year 15.15%.

AGGNX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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