AGEAX Mutual Fund

NAV$13.19

Returns Overview

1 Month
+0.23%
3 Months
+2.57%
6 Months
+4.10%
YTD
+4.27%
1 Year
+8.34%
3 Years (annualized)
+6.92%
5 Years (annualized)
+3.37%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGEAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+3.47%
vs Peers
+0.80%

AGEAX Mutual Fund Performance

AGEAX performance across multiple time periods: 1-month 0.23%, YTD 4.27%, 1-year 8.34%, 3-year 6.92%, 5-year 3.37%, 10-year 4.24%.

AGEAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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