AGGPX Mutual Fund

NAV$35.54

Returns Overview

1 Month
+0.82%
3 Months
+3.37%
6 Months
+6.25%
YTD
+8.92%
1 Year
+14.74%
3 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGPX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+6.73%
vs Peers
+2.19%

AGGPX Mutual Fund Performance

AGGPX performance across multiple time periods: 1-month 0.82%, YTD 8.92%, 1-year 14.74%, 3-year 13.41%.

AGGPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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