AEPGX Mutual Fund

NAV$62.48

Returns Overview

1 Month
-1.67%
3 Months
-1.85%
6 Months
-2.11%
YTD
+1.81%
1 Year
+23.29%
3 Years (annualized)
+14.09%
5 Years (annualized)
+4.43%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AEPGX 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)
+1.81%
Peer Avg (YTD)
+8.97%
vs Peers
-7.16%

AEPGX Mutual Fund Performance

AEPGX performance across multiple time periods: 1-month -1.67%, YTD 1.81%, 1-year 23.29%, 3-year 14.09%, 5-year 4.43%, 10-year 9.46%.

AEPGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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