AGGDX Mutual Fund

NAV$12.97

Returns Overview

1 Month
+0.62%
3 Months
+15.59%
6 Months
+6.88%
YTD
+5.65%
1 Year
+9.77%
3 Years (annualized)
+12.97%
5 Years (annualized)
+5.33%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGDX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+8.97%
vs Peers
-3.32%

AGGDX Mutual Fund Performance

AGGDX performance across multiple time periods: 1-month 0.62%, YTD 5.65%, 1-year 9.77%, 3-year 12.97%, 5-year 5.33%, 10-year 12.12%.

AGGDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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