AOGIX Mutual Fund

AOGIX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
-2.67%
3 Months
-1.14%
6 Months
+9.03%
YTD
+6.30%
1 Year
+8.78%
3 Years (annualized)
+14.12%
5 Years (annualized)
+6.26%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOGIX 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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+6.10%
vs Peers
+0.20%

AOGIX Mutual Fund Performance

AOGIX performance across multiple time periods: 1-month -2.67%, YTD 6.30%, 1-year 8.78%, 3-year 14.12%, 5-year 6.26%, 10-year 9.50%.

AOGIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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