AGUAX Mutual Fund

AGUAX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
-0.81%
3 Months
+1.03%
6 Months
+6.87%
YTD
+8.53%
1 Year
+15.05%
3 Years (annualized)
+16.25%
5 Years (annualized)
+7.85%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGUAX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+0.32%
vs Peers
+8.21%

AGUAX Mutual Fund Performance

AGUAX performance across multiple time periods: 1-month -0.81%, YTD 8.53%, 1-year 15.05%, 3-year 16.25%, 5-year 7.85%, 10-year 7.77%.

AGUAX returns outperform the peer average of 0.32% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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