AGGPX Mutual Fund

AGGPX Mutual Fund

NAV$35.68
See how much of AGGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.71%
3 Months
-0.06%
6 Months
+9.96%
YTD
+7.97%
1 Year
+10.12%
3 Years (annualized)
+15.02%
5 Years (annualized)
+7.47%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+6.10%
vs Peers
+1.87%

AGGPX Mutual Fund Performance

AGGPX performance across multiple time periods: 1-month -2.71%, YTD 7.97%, 1-year 10.12%, 3-year 15.02%, 5-year 7.47%, 10-year 10.95%.

AGGPX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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