AGGIX Mutual Fund

NAV$12.80

Returns Overview

1 Month
+0.71%
3 Months
+15.61%
6 Months
+6.79%
YTD
+5.55%
1 Year
+9.65%
3 Years (annualized)
+12.83%
5 Years (annualized)
+5.19%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGIX 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)
+5.55%
Peer Avg (YTD)
+8.97%
vs Peers
-3.42%

AGGIX Mutual Fund Performance

AGGIX performance across multiple time periods: 1-month 0.71%, YTD 5.55%, 1-year 9.65%, 3-year 12.83%, 5-year 5.19%, 10-year 11.95%.

AGGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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