AEGFX Mutual Fund

NAV$62.08

Returns Overview

1 Month
-1.68%
3 Months
-1.90%
6 Months
-2.17%
YTD
+1.74%
1 Year
+23.25%
3 Years (annualized)
+14.06%
5 Years (annualized)
+4.40%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEGFX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+8.97%
vs Peers
-7.23%

AEGFX Mutual Fund Performance

AEGFX performance across multiple time periods: 1-month -1.68%, YTD 1.74%, 1-year 23.25%, 3-year 14.06%, 5-year 4.40%, 10-year 9.43%.

AEGFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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