AAGTX Mutual Fund

NAV$25.33

Returns Overview

1 Month
+0.36%
3 Months
+12.11%
6 Months
+9.23%
YTD
+8.52%
1 Year
+18.16%
3 Years (annualized)
+16.45%
5 Years (annualized)
+8.72%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAGTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+7.64%
vs Peers
+0.88%

AAGTX Mutual Fund Performance

AAGTX performance across multiple time periods: 1-month 0.36%, YTD 8.52%, 1-year 18.16%, 3-year 16.45%, 5-year 8.72%, 10-year 11.43%.

AAGTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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