AAEGX Mutual Fund

NAV$13.89

Returns Overview

1 Month
-1.84%
3 Months
+2.51%
6 Months
+3.73%
YTD
+7.59%
1 Year
+22.89%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAEGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+7.64%
vs Peers
-0.05%

AAEGX Mutual Fund Performance

AAEGX performance across multiple time periods: 1-month -1.84%, YTD 7.59%, 1-year 22.89%, 3-year 17.69%, 5-year 9.01%.

AAEGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

AAEGX performance comparison shows side-by-side returns with another fund. AAEGX alternatives are available in the Mutual Fund Screener.