AGGWX Mutual Fund

AGGWX Mutual Fund

NAV$30.01
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Returns Overview

1 Month
-11.38%
3 Months
+15.87%
6 Months
-4.13%
YTD
+1.37%
1 Year
+16.45%
3 Years (annualized)
+54.00%
5 Years (annualized)
+25.64%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGWX 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)
+1.37%
Peer Avg (YTD)
+7.76%
vs Peers
-6.39%

AGGWX Mutual Fund Performance

AGGWX performance across multiple time periods: 1-month -11.38%, YTD 1.37%, 1-year 16.45%, 3-year 54.00%, 5-year 25.64%, 10-year 14.35%.

AGGWX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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