AAGPX Mutual Fund

AAGPX Mutual Fund

NAV$26.02
See how much of AAGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.04%
3 Months
+2.95%
6 Months
+7.85%
YTD
+14.25%
1 Year
+18.49%
3 Years (annualized)
+19.26%
5 Years (annualized)
+10.17%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+14.61%
vs Peers
-0.37%

AAGPX Mutual Fund Performance

AAGPX performance across multiple time periods: 1-month 6.04%, YTD 14.25%, 1-year 18.49%, 3-year 19.26%, 5-year 10.17%, 10-year 11.81%.

AAGPX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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