AGGNX Mutual Fund

NAV$27.27

Returns Overview

1 Month
-15.54%
3 Months
-17.12%
6 Months
-12.25%
YTD
-12.23%
1 Year
+45.32%
3 Years (annualized)
+40.34%
5 Years (annualized)
+18.86%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGNX 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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-12.23%
Peer Avg (YTD)
-2.18%
vs Peers
-10.04%

AGGNX Mutual Fund Performance

AGGNX performance across multiple time periods: 1-month -15.54%, YTD -12.23%, 1-year 45.32%, 3-year 40.34%, 5-year 18.86%, 10-year 11.17%.

AGGNX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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