AGGRX Mutual Fund

AGGRX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-1.12%
3 Months
-4.67%
6 Months
+10.05%
YTD
+0.38%
1 Year
+1.92%
3 Years (annualized)
+12.55%
5 Years (annualized)
+4.32%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGRX 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)
+0.38%
Peer Avg (YTD)
+8.68%
vs Peers
-8.30%

AGGRX Mutual Fund Performance

AGGRX performance across multiple time periods: 1-month -1.12%, YTD 0.38%, 1-year 1.92%, 3-year 12.55%, 5-year 4.32%, 10-year 10.90%.

AGGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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